Advisor for Private Clients 80 - 100 %

Advisor for Private Clients 80 - 100 % Together, we simplify. Because life is full of possibilities. And at the same time, it has become complex. That's why we're looking for employees who will drive simplicity forward with us. Advisor for Private Clients 80 - 100 % You will be the competent contact person for our private clients and advise them comprehensively in the areas of financing, investing, and pension planning build up and expand your own customer portfolio and actively maintain your network of relationships use our products and services according to customer needs identify cross- and upselling potential and refer customers to the right specialist for specific concerns You bring a banking education and a bank-specific further education professional experience in the banking industry in the areas of financing, investing, and pension planning communication skills, goal- and service-oriented mindset joy in daily customer contact as well as the ability to identify needs and expectations ideally, an existing network of relationships and a strong regional anchorage We offer tasks We offer exciting and varied tasks for employees who shape, simplify, and enthusiastically initiate ideas. culture We are simple and clear, meet each other at eye level, and cultivate 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 (also in leadership positions), purchasing additional vacation days, unpaid leave, sabbatical, etc. special conditions We grant our employees various discounts, such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonus, 100% salary continuation 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 Questions about the position Darko Sincek Branch Manager Bern Bethlehem Send an e-mail (<>) About us Valiant is an independent financial services provider and operates exclusively in Switzerland. It offers private individuals and SMEs a comprehensive, easily understandable 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. Thanks to innovative, digital services, it is also present throughout Switzerland. Valiant has a balance sheet total of 38.2 billion francs and employs around 1200 employees - including over 70 apprentices. jpidb229bddjm jit0728jm jiy26jm