Description

Private Client Advisor (evolution to commercial client advisor)Simplifying together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for people who implement simplicity with their activities.Tasks- Advise and support private clients comprehensively in the areas of financing, investment, and retirement planning.- Develop, manage, and retain your own client portfolio while actively expanding your network.- Identify your clients' needs and propose suitable banking solutions.- Collaborate with other segments of the bank to create cross-selling and up-selling opportunities.- Ability to acquire advisory skills for the Self-employed and SME segments through a program.- Progressively develop towards advising private and commercial clients.You possess- A banking education and several years of experience, particularly in financing, investment, and retirement planning.- Current professional knowledge, reinforced by continuous training in the banking sector.- A personality oriented towards service and the client.- A love for daily contact with clients and the ability to quickly recognize needs.- An already established network and a strong reputation.We offerTasksWe offer exciting and varied tasks for people who participate, simplify, and demonstrate committed ideas.CultureWe are simple and clear, communicate as equals, and maintain a collegial culture.Next stepDo you wish to take on this challenge? We look forward to receiving your application for the position.Questions about the processAbout usValiant is an independent Swiss financial service provider. It is exclusively present in Switzerland and offers private clients and SMEs a complete, simple, and understandable range of services in all financial areas. Valiant is locally established in fifteen cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, St. Gallen, Schaffhausen, Solothurn, Thurgau, Vaud, Zug, and Zurich. Furthermore, it is present throughout Switzerland thanks to its innovative and digital services. Valiant has a total balance sheet of 38.2 billion francs and employs approximately 1,000 people, including more than 70 people in training. jidd2c8cfeaen jit0832aen jpiy26aen