Private Client Advisor 80 - 100 %

Private Client Advisor 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 will drive simplicity forward together with us. Private Client Advisor 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 build up and expand your own client portfolio and actively maintain your relationship network use our products and services according to customer needs identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns 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 strong communication skills, goal- and service orientation enjoyment of 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 (also in leadership functions), 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 the event 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 Questions about the position About us Valiant is an independent financial service provider and operates exclusively in Switzerland. It offers private clients as well as SMEs a comprehensive, easily understandable 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 – of which over 70 are trainees. jpida310104jm jit0729jm jiy26jm