Wealth Management Consultant 80 - 100 %

Wealth Management Consultant 80 - 100 % Simplifying together. Because life is full of possibilities. And has simultaneously become complex. That is why we are looking for employees who drive simplicity forward together with us. Wealth Management Consultant 80 - 100 % Luzern You will be our competent contact person for wealthy private clients and advise them holistically in the areas of investing, retirement planning, and financing build up and expand your own client portfolio and actively maintain your relationship network actively work the market as an acquirer and further develop your client portfolio in an earnings-oriented manner work with other business units and identify cross-selling potentials participate in events with selected clients and represent the bank You bring a banking education as well as bank-specific further training several years of professional experience in the banking industry in the areas of investing and retirement planning as well as sound knowledge in holistic wealth management high independence, initiative, and strong acquisition skills enjoyment of daily customer contact as well as the ability to recognize needs and expectations a broad relationship network and strong regional roots 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 roles), 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 the event 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 Consultant Questions about the position About us Valiant is an independent financial service provider and operates exclusively in Switzerland. It offers private clients and 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. jpid5a30125jm jit0833jm jiy26jm