Private Client Advisor - PERMANENT POSITION (M/F)

Your mission

Join a renowned bank, deeply rooted in its region, which places the quality of the client relationship and human proximity at the heart of its mission. As an ambassador of the bank in your region, you will support private clients with excellence and kindness. Your responsibilities: - Manage, retain, and develop a portfolio of private clients by offering personalized and high value-added advice. - Identify financial, wealth, and succession needs, and propose tailor-made solutions (investments, mortgages, pension planning, credits, etc.). - Maintain a lasting relationship based on trust, active listening, and a perfect knowledge of the local economic fabric. - Be a driving force in acquiring new clients thanks to your network and your presence in the field. - Collaborate with internal teams to ensure global and coherent follow-up of files.

Your profile

• Training in the banking sector and an SAQ certification is an asset - Several years of experience in this field of activity in Suisse romande - Expertise in Swiss banking products. - Autonomy, rigor, and the ability to manage multiple priorities in a demanding environment. - Sense of initiative, organizational rigor, and strong commercial skills. Why join this institution? - A bank solidly established in Valais, with strong values of proximity, listening, and excellence. - An elegant, modern environment centered on customer service. - Great development prospects within a cohesive and respectful team. - High-performance tools and quality support in your mission. Start date: - Immediately or to be agreed. Who are we? ValJob Permanent is your expert partner in recruitment and placement of permanent staff in Switzerland. Our mission is to become your preferred partner in the search for the ideal job. Building on our deep knowledge of the Swiss market and our values of integrity and transparency, we support each talent with total commitment.