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

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