Private Client Advisor 80-100%

Simpli Private Client Advisor (commercial client evolution) 80-100% Simplifying together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for employees who implement simplicity with us. Your activities advise and support private clients holistically in the areas of financing, investment, and pension planning. develop, manage, and retain your own client portfolio while actively expanding your network identify your clients' needs and propose suitable banking solutions to them collaborate with other bank segments in order to create cross-selling and up-selling opportunities be able to acquire advisory for the "Self-employed" and "SME" segments through an internal Junior program develop progressively towards advising private and commercial clients You possess a banking education and several years of experience, particularly in financing, investment, and pension planning up-to-date professional knowledge, reinforced by continuous education in the banking field a communicative personality, oriented towards service and client relations enjoy daily contact with clients and know how to quickly recognize needs and expectations ideally possess an already established relational network and a strong regional presence. We offer Tasks We offer exciting and varied tasks for employees who participate, simplify, and demonstrate committed ideas. Culture We are simple and clear, engage in dialogue on equal footing, and maintain a collegial and friendly culture. Your next step Would you like to take on this challenge? We look forward to receiving your application. Questions about the position Pasqualino Del Zingaro Questions about the application process Anita Pape About us Valiant is an independent Swiss financial service provider. It is exclusively present in Switzerland and offers private clients and SMEs a complete, simple, and understandable range of services in all financial areas. Valiant is locally established in fifteen cantons: Aargau, Basel-Country, Basel-City, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Saint-Gall, Schaffhausen, Solothurn, Thurgau, Vaud, Zug and Zurich. Furthermore, it is present throughout Switzerland thanks to its innovative and digital services. Valiant shows total assets of 38.2 billion francs and employs approximately 1200 employees, including more than 70 people in training. jpidd2c8cfejm jpit0832jm jpiy26jm