Private Client Advisor 80 - 100 %

Private Client Advisor (with development potential into business client advisory) 80 - 100 % Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us. Private Client Advisor (with development potential into business client advisory) 80 - 100 % 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 potentials and refer customers to the appropriate specialist for specific concerns have the opportunity to learn the advisory of the customer segments "Self-employed" and "SMEs" 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 enjoyment of daily customer contact as well as the ability to recognize needs and expectations We offer Tasks We offer exciting and varied tasks for employees who help shape, simplify, and enthusiastically 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 (also in leadership roles), purchase of additional vacation days, unpaid leave, sabbatical, etc. Special conditions We grant our employees various benefits 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 Questions about the position Bangerter, Branch Manager Flamatt Write an 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 total balance sheet of 38.2 billion francs and employs around 1200 employees – of which over 70 are trainees. jpidd930311jm jit0626jm jiy26jm