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Private Client Advisor 80 - 100 %

Valiant Bank AG

Employment type
Full-time
Location
Reinach
First posted
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Private Client Advisor 80 - 100 % # Reinach AG ## 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. 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-selling and upselling potentials and forward customers to the appropriate specialists for specific requests You bring ## • banking training as well as bank-specific further education • professional experience in the banking industry in the areas of financing, investing, and retirement planning • 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

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Posted 2 days ago

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