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 %

Bern Bethlehem

You will

• be the competent contact person for our private clients and advise them holistically in the areas of financing, investing, and retirement provision
• 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-selling and upselling potential and forward customers to the appropriate specialist for specific requests

You bring

• banking training as well as bank-specific further training
• professional experience in the banking industry in the areas of financing, investing, and retirement provision
• strong communication skills, goal-orientation, and service orientation
• enjoyment of daily customer contact as well as the ability to quickly 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

Guido Gasser

Questions about the position

Darko Sincek

Branch Manager Bern Bethlehem

About us

Valiant is an independent Swiss 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.

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