Job offer
Private client advisor (with potential for development into business client advisory services)
Vallais AG is seeking a private client advisor with potential for development in business consulting to promote client relationships and establish and develop their own client/market portfolio. The position is based in Seengen/Seon and requires an 80-100% workload.
Tasks
You will:- the competent contact person for private clients and provide them with comprehensive advice in the areas of financing, investing, and retirement planning
- Establish and develop your own customer/market portfolio
Requirements
You bring:- a banking education and several years of experience, especially in the credit sector
- Up-to-date specialist knowledge and completed vocational or higher technical education
- Service orientation, strong communication skills, goal and results orientation
- Enjoy direct customer contact and recognizing existing needs and expectations
- a broad network of contacts
We offer
You foster customer relationships, we foster your career. Together, we simplify life by promoting simplicity.Job details