Advisor for Wealth Management Clients 80 - 100 %

13 May 2026
80 – 100%
Luzern

Job summary

Join Valiant, a Swiss financial services provider simplifying finance.

Tasks

Be the expert contact for wealthy private clients in finance.
Build and manage your own client portfolio effectively.
Collaborate with teams to identify cross-selling opportunities.

Skills

Banking education and several years of relevant experience required.
Strong independence and initiative in client acquisition.
Ability to quickly recognize 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 our competent contact person for wealthy private clients and advise them holistically in the areas of investing, retirement planning, and financing

build up and expand your own client portfolio and actively maintain your network of relationships

actively work the market as an acquirer and develop your client portfolio profitably

collaborate with other business areas and identify cross-selling potentials

participate in events with selected clients and represent the bank

You bring

a banking apprenticeship as well as bank-specific further training

several years of professional experience in the banking sector in the areas of investing and retirement planning as well as sound knowledge in holistic wealth management advice

a high degree of independence, initiative, and pronounced acquisition strength

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

a broad network of relationships and strong regional anchoring

Questions about the application process

Ursula Dällenbach

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.