Valiant Bank AG
Reinach AG
Private Customer Advisor 80 - 100 %
- 18 August 2026
- 80 – 100%
- Reinach AG
Job summary
Join Valiant, a leading Swiss financial services provider. Embrace the opportunity to simplify life for our clients.
Tasks
- Serve as the main contact for private clients in finance and investments.
- Build and maintain your own customer portfolio actively.
- Utilize our products based on customer needs effectively.
Skills
- Banking education and specific industry training required.
- Strong communication and service orientation essential.
- Ability to quickly assess client needs and expectations.
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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 drive simplicity forward together with us.
You will
- be the competent contact person for our private customers and advise them comprehensively in the areas of financing, investing and pension provision
- build up and expand your own customer portfolio and actively maintain your network of relationships
- use our products and services according to customer needs
- identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns
You bring
- a banking apprenticeship as well as bank-specific further training
- professional experience in the banking sector in the areas of financing, investing and pension provision
- communication skills, goal- and service-orientation
- enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations
- ideally an existing network of relationships and a strong regional anchoring
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 francs and employs around 1200 staff – including over 70 trainees.
