Private Customer Advisor (with development potential in business customer consulting) 80 - 100 %

Publication date:18 November 2025
Workload:80 – 100%
Place of work:Meggen

About the job

Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us.

You will

be the competent contact person for private customers and advise them comprehensively in the segments of financing, investing, and pension provision (there is the possibility to independently learn consulting for the customer segments self-employed and SMEs in an internal junior program)

manage, build up, and expand your own customer portfolio as well as further develop your network of relationships

professionally and needs-oriented advise on our products and services

refer customers to other segments within the framework of cross-/upselling

gradually develop towards consulting private and business customers

You bring

a banking education and several years of experience, especially in the credit sector

up-to-date expertise and a completed bank-specific further education

communication skills, goal- and service-orientation

enjoyment of daily customer contact and recognizing needs and expectations

a broad network of relationships

persuasiveness and assertiveness

Questions about the application process

Ms. Ursula Dällenbach, HR consultant, will be happy to provide you with information.

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers as well as SMEs a comprehensive, easily understandable range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug, and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.1 billion Swiss francs and employs over 1100 employees – including over 70 trainees.