Advisor Private and Business Customers 60 - 100 %

Simplifying together. Because life is full of possibilities. And at the same time, has become complex. That is why we are looking for employees who will drive simplicity forward together with us.

Advisor Private and Business Customers 60 - 100 %

Wil

You will

• be the competent contact person for private customers, self-employed individuals and SMEs and advise them in the areas of financing, investing and pension provision
• manage, build up and expand your own client portfolio
• use our products and services according to customer needs
• recognize cross-selling and upselling potential and forward customers to the appropriate specialist for specific requests

You bring

• banking training as well as bank-specific further education
• several years of professional experience in the banking industry, especially in the area of financing
• strong communication skills, goal and service orientation
• enjoyment of daily customer contact as well as the ability to quickly recognize needs and expectations
• a broad network of relationships and a strong anchoring in the Eastern Switzerland region

What you should know

We offer

Tasks
We offer exciting and varied tasks for employees who help shape, simplify and committedly 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, for example, working from home, flexible working hours, part-time work (including in leadership functions), 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

Ursula Dällenbach

HR Advisor

Questions about the position

Athanasios Missiaris

Branch Manager Wil

About us

Valiant is an independent Swiss financial service provider and operates exclusively in Switzerland. It offers private customers 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.

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