Private Client Advisor 50 - 60 %

Private Client Advisor (with development potential into business client advisory) 50 - 60 % Simplifying together. Because life is full of possibilities. And at the same time, it has become complex. That is why we are looking for employees who will drive simplicity forward together with us. Private Client Advisor (with development potential into business client advisory) 50 - 60 % You will be the competent contact person for our private clients and advise them holistically in the areas of financing, investing and retirement planning build up and expand your own client portfolio and actively maintain your relationship network use our products and services according to customer needs recognize cross- and upselling potential and forward the customers to the appropriate specialist for specific concerns have the opportunity to learn the advisory of the customer segments "Self-employed" and "SME" in an internal junior program develop step by step towards the advisory of private and business clients You bring a banking education as well as bank-specific further training professional experience in the banking industry in the areas of financing, investing and retirement planning strong communication skills, goal- and service orientation joy in daily customer contact as well as the ability to recognize needs and expectations ideally an existing relationship network and a strong regional anchoring We offer Tasks We offer exciting and varied tasks for employees who help shape, simplify and actively initiate ideas. Culture We are simple and clear, meet each other at eye level and maintain a collegial and friendly culture. Organization We are a medium-sized company and rely on flat hierarchies and manageable paths. Development We invest in the development of our employees and promote our talents. Flexible employment conditions We offer our employees modern and flexible working time models such as, for example, working from home, flexible working hours, part-time work (including in leadership functions), purchase of additional vacation days, unpaid leave, sabbatical etc. Special conditions We grant our employees various advantages such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonus, 100% continued payment of wages in case of military service, maternity, paternity and illness. Your next step Does this challenge appeal to you? We look forward to your application. Questions about the application process Pape HR Advisor Questions about the position Riccardo Gregorio Team Leader Private and Business Clients Write e-mail (<>) About us Valiant is an independent financial service provider and operates exclusively in Switzerland. It offers private clients as well as SMEs a comprehensive, easy-to-understand range of services in all financial matters. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Freiburg, Jura, Luzern, Neuenburg, Schaffhausen, Solothurn, St. Gallen, Thurgau, Waadt, Zug and Zürich. In addition, it is present throughout Switzerland thanks to innovative, digital services. Valiant has a balance sheet total of 38.2 billion francs and employs around 1200 employees – including over 70 apprentices. jpid66c02c6jm jit0729jm jiy26jm