Private Client Advisor 80-100%

Ref 2580204 | Date: 22 Sep 2026 Banque Valiant SA Private Client Advisor (commercial client evolution) 80-100% Simplify together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for employees who implement simplicity with us. Your activities ------------------ * advise and accompany a private clientele holistically in the areas of financing, investment, and pension planning * identify the needs of your clients and propose suitable banking solutions to them * develop, manage, and retain your own client portfolio while actively expanding your network * collaborate with other segments of the bank in order to create cross-selling and up-selling opportunities * progressively develop your knowledge in the field of commercial clientele You possess ------------------ * a banking education and several years of experience, particularly in financing, investment, and pension planning * up-to-date professional knowledge, reinforced by continuing education in the banking sector * a dynamic, proactive, and client-oriented personality * a well-established relational network and the ability to create, establish, and maintain relationships of trust * good negotiation and persuasion skills We offer ------------ Tasks We offer exciting and varied tasks for employees who participate, simplify, and demonstrate committed ideas. Culture We are simple and clear, engage in dialogue on an equal footing, and maintain a collegial and friendly culture. Your next step -------------------------- Would you like to take on this challenge? We look forward to receiving your application. ### Questions about the position Pasqualino Del Zingaro [ ](< > "") ### Questions about the application process Anita Pape About us -------------- Valiant is an independent Swiss financial service provider. It is exclusively present in Switzerland and offers private clients and SMEs a complete, simple, and understandable range of services in all financial areas. Valiant is locally established in fifteen cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, St. Gallen, Schaffhausen, Solothurn, Thurgau, Vaud, Zug and Zurich. Furthermore, it is present throughout Switzerland thanks to its innovative and digital services. Valiant shows total assets of 38.2 billion francs and employs approximately 1200 employees, including more than 70 people in training. jpidfcf0ca2jm jpit0939jm jpiy26jm