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