Advisor for Private Clients 80 - 100 %

Valiant Bank AG

Ostermundigen

Key information

Publication date:16 July 2025
Workload:80 – 100%
Place of work:Ostermundigen

Job summary

Join Valiant, a leading Swiss financial service provider, and simplify life.

Tasks

Act as a competent contact for private clients in finance.
Manage and develop your own customer portfolio effectively.
Professionally sell tailored products and services to clients.

Skills

Bank training with experience in lending, investing, and insurance.
Strong communication and service-oriented mindset essential.
Ability to recognize client needs and build relationships.

Is this helpful?

Together we simplify. Because life is full of opportunities. And at the same time has become complex. That is why we are looking for employees who will drive simplicity forward with us.

You will

be the competent contact person for private clients and advise them comprehensively in the areas of financing, investing, and retirement planning
manage, develop, and expand your own client portfolio as well as further develop your network
professionally and need-based sell our products and services
refer clients to other segments within the framework of cross-/upselling

You bring

a banking education and several years of experience in the credit, investment, and retirement planning sector
current expertise and a completed banking-specific training
strong communication skills, goal orientation, and service orientation
enjoy daily customer contact and recognize needs and expectations
if possible, a network of relationships
persuasiveness and assertiveness

Questions about the application process

Mr. Guido Gasser will be happy to provide you with information.

About us

Valiant is an independent Swiss financial service provider and operates exclusively in Switzerland. It offers private clients and SMEs a comprehensive, easily understandable range of services in all financial matters. Valiant is locally established 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 37.1 billion francs and employs over 1100 employees – including over 70 trainees.