Job offer

Adviser for Private Clients, Banking, Human Resources

Valiant is looking for a Private Client Banking Advisor (50–100%) in Bern to advise Valiant employees and their family members on financial and retirement planning matters.

Tasks

  • To serve as the go-to contact for Valiant employees and their family members and provide them with health and career advice
  • Manage and expand a close-knit client base in the financial services, investments, and retirement planning segments
  • Provide professional advice on our products and services tailored to our customers' needs, and be responsible for their technical implementation

Requirements

  • A degree in banking, insurance sales, finance, or economics
  • Substantial professional experience in advising private clients, ideally with experience in the staffing industry or asset management
  • A strong customer focus, a conventional approach, and the ability to work accurately and independently
  • German (excellent), English (good), French (basic)

Job details

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