Job offer

Advisor Private Clients 80 - 100 %

As a private client advisor at Valiant, you are the competent contact person for private clients and advise them in the areas of finance, investments and pensions. You are responsible for building and expanding customer relationships and selling products and services professionally and in line with requirements.

Laupen

Valiant Bank AG

100%

Job description

Advisor Private Clients 80 - 100 % Laupen BE

Tasks

be the competent contact person for private clients and advise them holistically in the segments of finance, investments and pensions
Independently build and expand their client relationships and further develop their consulting business
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 environment
up-to-date specialist knowledge and an open, positive attitude
Strong communication skills, goal and service orientation
Enjoy daily customer contact and recognize needs and expectations
if possible a network of relationships
Persuasiveness and assertiveness

We offer

No explicit benefits mentioned.

Further process

Confirmation of receipt
Checking the dossiers
Job interview
Offer and contract

Original job description

Job details

Found on:

7/10/2025

Employer:

Valiant Bank AG

job percentage:

100%

Place of work:

Laupen

Place found on:

https://jobs.valiant.ch/offene-stellen/berater-in-privatkunden/7851e4bc-4ef2-478c-9373-88c68fb1d5c5

About the employer:

Valiant is an independent Swiss regional bank.

It is represented in 13 cantons with over 60 offices.

The bank offers comprehensive financial services to private and corporate customers.

Valiant focuses on personal advice and regional roots.

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