Advisor for Private and Business Clients 80 - 100 %

05 September 2025
80 – 100%
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Job summary

Join Valiant, a Swiss financial service provider focused on simplicity. Embrace an opportunity to work in a supportive environment with great benefits.

Tasks

Serve as the primary contact for private clients and SMEs, providing holistic advice.
Develop and expand your own client portfolio and network effectively.
Professionally advise clients on tailored products and services.

Skills

Banking education with several years of experience in credit and investment.
Strong communication skills and a client-oriented mindset are essential.
Ability to recognize customer needs and maintain regional connections.

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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 will drive simplicity forward together with us.

You will

be the competent contact person for private clients, self-employed individuals and SMEs and advise them comprehensively

build up and expand your own client portfolio as well as further develop your network of relationships

advise on our products and services professionally and according to needs

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

You bring

a banking qualification and several years of experience in the credit, investment and pension sectors

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

strong communication skills, goal- and service-orientation

enjoyment of daily client contact and the ability to recognise needs and expectations

necessarily a broad network of relationships and a connection to the region

Questions about the application process

Ms Ursula Dällenbach, HR Advisor, 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 clients and 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 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.