Job offer
Advisor Private Clients 80 - 100 %
The position of Private Client Advisor at Valiant in Laupen BE involves providing comprehensive support to private clients in the areas of finance, credit, investment and pensions. The main tasks consist of advising customers, building up your own customer portfolio and selling Valiant products in line with requirements.
Job description
Advisor Private Clients 80 - 100 %Tasks
- the competent contact person for private customers and provide them with cross-business advice
- Finance, credit, investment and pensions
- manage, develop and expand your own client portfolio and expand your network of relationships
- sell our products and services professionally and in line with demand
- Forward customers to other segments as part of cross/upselling
Requirements
- a banking education and several years of experience in the financial sector or completed training as a specialist in financial and investment advice
- Strong communication skills, goal and solution orientation
- Enjoy daily customer contact and recognize needs and expectations
- if possible a network of relationships
We offer
(no explicit benefits mentioned)Job details
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