Valiant Bank AG
Bern
Advisor Private Customer Banking Personnel 50 - 100 %
- 04 September 2026
- 50 – 100%
- Bern
Job summary
Join Valiant, a Swiss financial services provider, to simplify life! Enjoy a collaborative work environment with great growth opportunities.
Tasks
- Act as a knowledgeable contact for Valiant employees and their families.
- Manage and expand your own customer portfolio in financing and investing.
- Provide professional advice on our products and handle technical processes.
Skills
- You have a banking background and experience in financing and investing.
- Strong customer service orientation and communication skills.
- Discretion with confidential data; French and Finnova knowledge preferred.
Is this helpful?
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 Valiant employees and their relatives and advise them holistically and professionally
- manage and expand your own customer portfolio in the segments Financing, Investing and Pension Provision
- advise our products and services professionally and according to needs as well as be responsible for their technical processing
You bring
- a banking education and professional experience in the areas of Financing, Investing and Pension Provision
- a strong customer, service and target orientation as well as communication skills
- a responsible and discreet handling of confidential data
- French language skills as well as Finnova knowledge are an advantage
About us
Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easy-to-understand 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 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.
