Advisor for Wealth Management Clients 80 - 100 %

Advisor for Wealth Management Clients 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 will drive simplicity forward with us. Advisor for Wealth Management Clients 80 - 100 % You will be our competent contact person for wealthy private clients and advise them holistically in the areas of investing, providing for the future, and financing build up and expand your own customer portfolio and actively maintain your network of relationships as an acquirer, actively work on the market and develop your customer portfolio in a profit-oriented manner collaborate with other business areas and identify cross-selling potential participate in events with selected customers and represent the bank You bring a banking education and bank-specific further training several years of professional experience in the banking industry in the areas of investing and providing for the future, as well as in-depth knowledge of holistic wealth management high independence, initiative, and pronounced acquisition strength pleasure in daily customer contact as well as the ability to recognize needs and expectations a broad network of relationships and strong regional roots 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 vacation, 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 the event 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 About us Valiant is an independent financial services provider and is exclusively active 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. jpid675d3ddjm jit0626jm jiy26jm