Private and Business Customer Advisor 60–100% (m/f/d)

About the job

Our client is Valiant Bank, a steadily growing Swiss bank with strong regional roots and personal proximity to private and business customers. In Frauenfeld, Valiant is further expanding the location and wants to become even more present in the local market – modern, personal and with a clear focus on added value.

Valiant offers you more than a classic advisory role: In this role, you have the special opportunity to build a customer portfolio from scratch in the Frauenfeld market area and be part of a growing location. You specifically bring in your local network of relationships, win new customer relationships with a focus on financing, and also advise your customers on investment and pension topics. You benefit from a lot of trust, short decision-making paths and a small team that works together.

Here is the factsheet: https://tinyurl.com/Valiant-Kundenberater

Your Tasks

• Active development of your own customer portfolio in the private and business customer sector with subsequent support and targeted further development
• Comprehensive advice with a focus on financing / mortgage business as well as in the areas of investment and pension
• Active market cultivation in Frauenfeld and surroundings as well as building a stable regional network
• Acquisition of new customers and expansion of existing customer relationships
• Active participation in the further expansion of the Frauenfeld branch and the stronger anchoring of Valiant in the region

Your Profile

• Completed banking apprenticeship, further training in the financial sector is an advantage
• Several years of experience in advising private and/or business customers, ideally in the banking or financial services environment
• Strong anchoring in the Frauenfeld / Thurgau region and enjoyment in actively contributing and expanding your own network
• Existing customer contacts or a network of relationships in the regional market
• Proven experience in financing and mortgage topics
• Enjoyment of acquisition, active market cultivation and long-term relationship building
• Customer-oriented, committed manner as well as a good sense for needs, potentials and suitable solutions

Your Benefits

• Lots of trust and freedom to actively shape your own market
• At least 27 days of holiday, possibility to purchase additional holiday days and unpaid leave
• Attractive pension fund solution with 60%/40% share
• Building up instead of managing: You independently develop your customer portfolio further
• Family-like team with strong camaraderie, flat hierarchies and short decision-making paths
• Flexible work arrangements with home office and high autonomy
• Structured onboarding during the first six months
• Individual development opportunities as well as support for further training
• Central location with very good public transport connections
  

Do you feel addressed? Then Kai Kochanek (Tel: 044 943 10 06) looks forward to receiving your documents via the "Apply now" button. 

Want more information? Here is the factsheet: https://tinyurl.com/Valiant-Kundenberater

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