Job offer
Individual/private client advisor
Walliser Kantonalbank is seeking a private client advisor to advise clients on financing, investments, and asset planning, and to acquire new clients. The ideal candidate will have commercial or financial training and strong sales and advisory skills.
Job description
Personal Banking Advisor in Central Valais (Full-time position)Tasks
- Assisting clients with their inquiries regarding financing, investments, and wealth planning
- Acquiring new customers with an entrepreneurial spirit
- Building and maintaining a relationship of trust with customers
- Proactive follow-up with customers after an inquiry or personal contact
- Ongoing training on internal and external guidelines
- Monitoring of risks and compliance with legal requirements
Requirements
- Business or finance education
- Strong sales and consulting skills for all products and services related to investments, financing, and financial planning
- Dynamic and pragmatic, with a strong entrepreneurial spirit and a focus on team success
- Strong analytical skills and the ability to act quickly in unpredictable situations
- Knowledge of English and/or German is a plus
Job details
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