Job offer
Advisor for private clients
The position of Private Client Advisor at Valiant in Ostermundigen involves providing comprehensive advice to private clients in the areas of financing, investing and pensions. The ideal candidate will have a banking education, experience in the credit, investment and pensions sectors as well as strong communication and advisory skills.
Job description
Tasks
- the competent contact person for private clients and provide them with comprehensive advice in the financing, investment and pension provision segments
- Reflect on your own strengths and weaknesses, build on and expand them and further develop your relationship networks
- explain our products and services professionally and in line with requirements
Requirements
- banking training and several years of experience in the credit, investment and pensions sector
- Strong specialist knowledge and a high willingness to learn
- Strong communication skills, goal and service orientation
- Enjoy daily customer contact and recognize needs
We offer
(no explicit benefits mentioned)Further process
- Confirmation of receipt
- Checking the dossiers
- Job interview
- Offer and contract
Job details
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