Job offer
Advisor Private Clients80 -100 %
The position of Private Client Advisor at Valiant offers the opportunity to advise and support clients in the areas of finance, investment and pensions. The applicant should have a banking education and experience in the financial environment.
Job description
Tasks
- the competent contact person for private clients and provide advice and support in the finance, investment and pension provision segments
- work with your clients to support, develop and expand solutions and pension strategies and further expand your network of relationships
- sell our products and services professionally and in line with demand
- Forward customers to other segments as part of cross/upselling
Requirements
- a banking education and several years of experience in the financial environment
- Credit, investment and pension business
- experience in private customer business and are focused on further banking training.
- Strong communication skills, goal and performance orientation
- Enjoy daily customer contact and recognize needs and expectations
- Persuasiveness and assertiveness
We offer
(no explicit benefits mentioned)Location and working hours
- Place: Ostermundigen
- Working hours: 80 - 100 %
Job details
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