Private Client Advisor 80 - 100 %

Private Client Advisor (with development potential into business client advisory) 80 - 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 drive simplicity forward together with us. Private Client Advisor (with development potential into business client advisory) 80 - 100 % Seengen / Seon You will be the competent contact person for private clients and advise them holistically in the segments of Financing, Investing, and Pension (there is the possibility to learn the advisory of the client segments self-employed and SMEs in an internal Junior program) manage, build up, and expand your own client portfolio as well as further develop your relationship network professionally and according to needs advise on our products and services refer clients to other segments as part of cross-/upselling develop step by step towards advising private and business clients You bring a banking education and several years of experience, especially in the credit area current specialist knowledge and a completed bank-specific further education strong communication skills, goal- and service orientation joy in daily customer contact and recognizing needs and expectations a broad relationship network persuasion and assertiveness We offer Tasks We offer exciting and varied tasks for employees who help shape, simplify, and enthusiastically 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 (also 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 Dällenbach HR Consultant Questions about the position Rebekka Branch Manager Seengen / Seon Write e-mail (<>) About us Valiant is an independent financial service provider and operates exclusively in Switzerland. It offers private clients as well as 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. 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 – of which over 70 are apprentices. jpid2b3d8adjm jit0834jm jiy26jm