Job offer

Advisor for private clients

The position of Private Client Advisor at Valiant in Berne offers the opportunity to advise private clients in the areas of financing, investing and pensions and to build up your own client business, with development potential in business client advisory. The position is advertised at 80-100%.

Job description

Tasks

  • the competent contact person for private clients and provide them with comprehensive advice in the financing, investment and pension provision segments
  • Establish, build up and further develop your own customer business
  • (is it possible to learn how to advise SMEs in an independent career path)

Requirements

  • a banking education and several years of experience, especially in the credit sector
  • up-to-date specialist knowledge and completed further training as a customer advisor (SME) or equivalent further training
  • Strong communication skills, goal and service orientation
  • Enjoying daily customer contact and recognizing needs and expectations
  • a broad network of contacts

We offer

No explicit benefits mentioned.

Application process

  • Confirmation of receipt
  • Examination of the dossier
  • Job interview
  • Offer and contract

Job details

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