Advisor for Private Clients 80 - 100 %
- Employment type
- Part-time
- Location
- Seengen
- First posted
Advisor for Private Clients (with development potential in business customer consulting) 80 - 100 %
Together, we simplify. Because life is full of possibilities. And at the same time, it has become complex. That's why we're looking for employees who, together with us, drive simplicity forward.
Advisor for Private Clients (with development potential in business customer consulting) 80 - 100 %
You will be
the competent contact person for private clients and advise them comprehensively in the areas of financing, investing, and provision (there is the possibility of learning the consulting of customer segments self-employed and SMEs in an internal junior program)
manage your own customer portfolio, build it up and expand it, as well as further develop your network of relationships
professionally and needs-based advise our products and services
pass on customers to other segments as part of cross-/upselling
gradually develop towards consulting private and business customers
You bring
a banking education and several years of experience, especially in the credit sector
current specialist knowledge and a completed bank-specific further education
communication strength, goal- and service-orientedness
joy in daily customer contact and recognize needs and expectations
a broad network of relationships
persuasion and assertiveness
We offer
tasks
We offer exciting and varied tasks for employees who shape, simplify, and enthusiastically initiate ideas.
culture
We are simple and clear, meet each other at eye level, and cultivate 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 (also in leadership positions), purchasing 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% salary continuation 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
Dällenbach
HR advisor
Questions about the position
Rebekka
Branch manager Seengen / Seon
Write an email (<>)
About us
Valiant is an independent financial services provider and operates exclusively in Switzerland. It offers private individuals and SMEs a comprehensive, easily understandable 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. Thanks to innovative, digital services, it is also present throughout Switzerland. Valiant has a balance sheet total of 38.2 billion francs and employs around 1200 employees - including over 70 apprentices.
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Posted 6 weeks ago