Job offer

Advisor for private and business customers 80–100%

The position as advisor for private and business clients at Valiant in Muttenz offers the opportunity to advise clients on their financial matters and to build up your own business development area. The position requires banking training, experience in the areas of credit, investment, and pensions, as well as strong specialist knowledge and communication skills.

Tasks

You will:
  • the competent contact person for private customers, self-employed persons, and SMEs, providing them with comprehensive advice on their financial matters
  • establish and expand your own field of activity
  • Developing your own attractive and successful business
  • Provide professional advice on our products and services tailored to your needs
  • Forward customers to other segments as part of cross/upselling

Requirements

You bring:
  • banking training and several years of experience in the credit, investment and pensions sector
  • extensive expertise and open communication
  • Enjoy daily customer contact and recognize needs and expectations
  • a broad network of contacts and a connection to the region

Job details

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