Description
Simplify together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for employees who implement simplicity with us.
Private Client Advisor (Commercial Client Development) 80-100%
Your activities
- advise and support private clients comprehensively in the areas of financing, investment and pension provision
- identify your clients’ needs and offer them suitable banking solutions
- develop, manage and retain your own client portfolio while actively expanding your network
- collaborate with other bank segments to create cross-selling and up-selling opportunities
- gradually develop your knowledge in the area of commercial clients
You possess
- a banking education and several years of experience, especially in financing, investment and pension provision
- up-to-date professional knowledge, reinforced by continuing education in the banking sector
- a dynamic, proactive and client-oriented personality
- a well-established network and the ability to create, establish and maintain trusting relationships
- a good sense of negotiation and persuasion
We offer
Tasks
We offer exciting and varied tasks for employees who participate, simplify and demonstrate committed ideas.Culture
We are simple and clear, communicate as equals and maintain a collegiate and friendly culture.Your next step
Would you like to take on this challenge? We look forward to receiving your application.
Questions about the position
Pasqualino Del ZingaroQuestions about the application process
Anita PapeAbout us
Valiant is an independent Swiss financial service provider. It operates exclusively in Switzerland and offers private clients and SMEs a comprehensive, 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. In addition, it is present throughout Switzerland thanks to its innovative and digital services. Valiant has total assets of 38.2 billion francs and employs around 1200 employees, including more than 70 trainees.