Senior Customer Advisor - Bank - PERMANENT POSITION (M/F)
- Employment type
- Full-time
- Location
- Crans-Montana
- First posted
Your mission
On behalf of one of our clients, a banking institution firmly established in the Valais region and recognized for the quality of its customer relations, we are looking for a Customer Advisor to strengthen its team in Crans-Montana. Your role: You act as a trusted contact person for a demanding private clientele. Through your expertise, your sense of analysis, and your professional posture, you offer personalized and sustainable support, based on precision, confidentiality, and performance. Your responsibilities: - Manage and develop a portfolio of private clients - Analyze the overall financial situation of clients and propose tailor-made solutions - Advise rigorously regarding accounts, savings, pension, and financing - Identify development opportunities while respecting a qualitative approach - Guarantee impeccable follow-up of files and compliant documentation - Strictly apply regulatory, compliance, and risk management standards - Collaborate closely with internal specialists in order to offer high value-added advice
Your profile
- Higher banking education - Proven experience in banking advisory for private clients in Switzerland - Excellent mastery of banking products and regulatory requirements - Strong customer orientation, keen sense of responsibility, and great discretion - High capacity for analysis, rigor, and autonomy - Neat presentation and professional communication - Perfect mastery of French; any other language is an asset What is offered to you: - A permanent position within a demanding and structured banking environment - Attractive conditions, commensurate with the level of responsibility - A privileged working environment in Valais - Long-term prospects for evolution and professional development Start date: - Immediately or to be agreed Upon who are we? ValJob Permanent is your expert partner in recruitment and permanent personnel placement in Switzerland. Our mission is to become your preferred partner in the search for the ideal job. Leveraging our deep knowledge of the Swiss market and our values of integrity and transparency, we accompany each talent with total commitment.
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Posted 2 weeks ago