Private Customer Advisor (with Development Potential in Business Customer Advisory) 80 - 100 %

About the job

Private Customer Advisor (with Development Potential in Business Customer Advisory) 80 - 100 %

Seengen / Seon

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 the advisory of the customer segments self-employed and SMEs in an internal junior programme)
• manage, build up and expand your own customer portfolio as well as further develop your network of relationships
• advise our products and services professionally and according to needs
• refer customers to other segments within the framework of cross-/upselling
• gradually develop towards advising 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 the ability to recognise needs and expectations
• a broad network of relationships
• persuasiveness and assertiveness

We offer

Tasks
We offer exciting and varied tasks for employees who want to help shape, simplify and actively initiate ideas.

Culture
We are simple and clear, meet each other at eye level and maintain a collegial and friendly culture.

Organisation
We are a medium-sized company and rely on flat hierarchies and manageable processes.

Development
We invest in the development of our employees and promote our talents.

Flexible Employment Conditions
We offer our employees modern and flexible working time models such as working from home, flexible working hours, part-time work (also in leadership positions), purchase of additional holiday days, unpaid leave, sabbatical, etc.

Special Conditions
We grant our employees various benefits such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonus, 100% continued salary payment during military service, maternity, paternity and illness.

Your next step

Does this challenge appeal to you? We look forward to receiving your application.

Questions about the application process

Ursula Dällenbach

HR Advisor

031 310 73 13

Questions about the position

Rebekka Schlegel

Branch Manager Seengen / Seon

062 767 77 84

rebekka.schlegel@valiant.ch

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers 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.