Job offer

Conseiller/-ère clientèle privée et commerciale

As a Conseiller/-ère clientèle privée et commerciale at Valiant, you will support private and commercial clients in the areas of placements, financements and prévoyance. You will be responsible for providing comprehensive advice, creating pension projects and managing bank accounts.

Fribourg

Unknown company (jobs.valiant.ch)

80-100%

Job description

Conseiller/-ère clientèle privée et commerciale 80 - 100 % in Fribourg

Tasks

Complete and competent advice for private and commercial clients in the investment, financing and pension provision segments
Constitution and revision of provision projects up to the implementation of your relationship network
Management of bank accounts and benefits
Transfer of customers to other segments as part of cross-selling and up-selling

Requirements

Banking training and several years of experience, particularly in the areas of loans, investments and pensions
Up-to-date professional knowledge in all areas of private customer and banking services
Communicative personality
Training and service orientation
Ability to recognize needs and expectations and maintain daily contact with customers