Private and commercial client advisor 80 - 100 %
- Employment type
- Full-time
- Location
- Vevey
- Company
- Banque Valiant SA, Rue de Lausanne 8, 1800 Vevey
- First posted
Simplify together
Private and commercial client advisor 80 - 100 % Vevey
Simplify 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
comprehensive and competent advice to private and commercial clients in the segments Investments, Pension and Financing
building and consolidating your own client portfolio as well as developing your network of relationships
selling our banking products and services
transferring clients to other segments as part of cross- and up-selling
You possess
a banking education and several years of experience, particularly in the field of investments, pension and loans
up-to-date professional knowledge as well as continuous training in the banking field
holder of an SAQ certificate for private clients
a communicative personality
ambition and a sense of service
the ability to recognize needs and expectations and you enjoy daily contact with clients
a wide network of relationships as well as a connection to the region
good powers of persuasion and the ability to assert yourself
We offer
Tasks
We offer exciting and varied tasks for employees who participate, simplify and demonstrate committed ideas.
Culture
We are simple and clear, dialogue as equals and maintain a collegial and friendly culture.
Show more
Your next step
Do you want to take on this challenge? We look forward to receiving your application.
Questions about the position
Christian Corti Branch Manager Vevey
Contact
Questions about the application process
Martina Carlen
Watch later?
Send this offer by e-mail and apply comfortably from home. jpidb3ca168jm jpit0731jm jpiy26jm
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Posted 5 days ago