Job offer
Advisor Private Clients 80 - 100 %
Valiant AG is looking for a private client advisor (80-100%) in Köniz to advise clients on financing, investments, and pensions and to sell products and services. The position requires banking training, experience in the financial sector, and strong communication skills.
Tasks
You will:- The expert contact for private clients and advisory professionals in the areas of financing, investment, and retirement planning
- their own career model to build, develop, and advance their professional life
- 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 with
- Distinctive expertise and a high level of performance orientation
- Strong communication skills, goal- and results-oriented
- Enjoy daily customer contact and recognize needs and expectations
- if possible a network of relationships
- Persuasiveness and assertiveness
We offer
No information available.Job details
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