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

Seengen/Seon

Key information

Publication date:02 December 2025
Workload:80 – 100%
Place of work:Seengen/Seon

Job summary

Join Valiant, a leading Swiss financial services provider. Embrace a collaborative work environment with opportunities for growth.

Tasks

Act as a trusted advisor for private clients in financing and investing.
Manage and expand your own client portfolio while building networks.
Provide tailored advice on our products and services.

Skills

Banking education with several years of experience, especially in lending.
Strong communication skills and service-oriented mindset.
Ability to understand client needs and leverage your 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 holistically in the segments Financing, Investing and Pension (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 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
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

Ms. Ursula Dällenbach, HR consultant, 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 38.1 billion Swiss francs and employs over 1100 staff – including over 70 trainees.