Job offer

Advisor for private clients

As a private client advisor at Valiant, you are the competent contact person for private clients and advise them in the financing, investment and pension provision segments. You have the opportunity to build up and develop your own client portfolio.

Berne

Valiant Bank AG

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
build up and develop your own customer portfolio and maintain relationships
(is it possible to replace the consultant with a self-employed income and SME in an internal junior program)

Requirements

a banking education and several years of experience, especially in the credit sector
up-to-date specialist knowledge and completed further training in banking or communications
Enjoy direct customer contact and recognize 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

Original job description

Job details

Found on:

29/7/2025

Employer:

Valiant Bank AG

job percentage:

80-100%

Place of work:

Berne

Place found on:

https://jobs.valiant.ch/offene-stellen/berater-in-privatkunden-mit-entwicklungspotential-in-die-geschaeftskundenberatung/4af691d8-d635-4e5b-bce3-0b93af18a573

About the employer:

Valiant is an independent Swiss regional bank.

It is represented in 13 cantons with over 60 offices.

The bank offers comprehensive financial services to private and corporate customers.

Valiant focuses on personal advice and regional roots.

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