Advisor Private Customers (with Development Potential in Business Customer Consulting) 60 - 100 %
Valiant Bank AG
Reinach AG
Key information
- Publication date:20 October 2025
- Workload:60 – 100%
- Place of work:Reinach AG
Job summary
Join Valiant, a leading Swiss financial service provider! Embrace simplicity in a complex world.
Tasks
- Act as the primary contact for private clients in finance and investment.
- Manage and expand your own client portfolio effectively.
- Professionally advise on products and services tailored to needs.
Skills
- Bank training with several years of experience, especially in credit.
- Strong communication skills and service-oriented mindset.
- Ability to recognize client needs and build a broad network.
Is this helpful?
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
- strong communication skills, goal- and service-orientation
- enjoy daily customer contact and recognize needs and expectations
- a broad network of relationships
- persuasiveness and assertiveness
Questions about the application process
Mr. Guido Gasser 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 37.5 billion Swiss francs and employs over 1100 employees – including over 70 trainees.
About the company
Valiant Bank AG
Reinach AG
Reviews
3.1
- Management style3.7
- Salary and benefits4.0
- Career opportunities3.7
- Working atmosphere4.0