Advisor Private and Business Clients 80 - 100 %
- Employment type
- Full-time
- Location
- Wädenswil
- Company
- Valiant Bank AG, Seestrasse 115, 8820 Wädenswil
- First posted
Advisor Private and Business Clients 80 - 100 %
Simplifying together. Because life is full of possibilities. And at the same time has become complex. Therefore, we are looking for employees who, together with us, drive simplicity forward.
Advisor Private and Business Clients 80 - 100 %
You will
be the competent contact person for private clients, self-employed individuals and SMEs and advise them in the areas of financing, investing and pension provision
manage and develop your own client portfolio
use our products and services according to customer needs
recognize cross- and upselling potentials and forward customers to the appropriate specialist for specific concerns
You bring
a banking education as well as bank-specific further training
several years of professional experience in the banking industry, especially in the field of financing
strong communication skills, goal and service orientation
joy in daily customer contact as well as the ability to recognize needs and expectations
mandatory a broad network of relationships and a 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 working from home, flexible working hours, part-time work (including in leadership positions), 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 case 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
Dällenbach
HR Advisor
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, 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. jpiddb9f47cjm jit0626jm jiy26jm
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Posted 2 days ago