Job offer

Advisor Private Clients 80 - 100 %

The position as Private Client Advisor at Valiant in Köniz offers the opportunity to provide comprehensive advice to private clients in the areas of investments, loans, pensions, and financing, and to build up your own client and sales network. The position requires banking training, experience in the financial sector, and strong communication skills.

Tasks

You will:
  • the competent contact person for private clients and provide them with comprehensive advice in the areas of investments, loans, pensions, financing, leasing, and retirement planning
  • build up their own customer and sales network and continue to expand their network of contacts
  • sell our products and services professionally and in line with demand
  • Forward customers to other segments as part of cross/upselling

Requirements

You bring:
  • banking training and several years of experience in the financial sector
  • Credit, investment, and pension business
  • in-depth further training in business administration and banking
  • Strong communication skills, goal- and performance-oriented
  • Enjoy daily customer contact and recognize needs and expectations
  • if possible, a network of contacts
  • Persuasiveness and assertiveness

We offer

Does this challenge appeal to you? We look forward to receiving your application.

Job details

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