Advisor Private and Business Customers 60 - 100 %
Valiant Bank AG
Willisau
Key information
- Publication date:27 May 2025
- Workload:60 – 100%
- Place of work:Willisau
Job summary
Join Valiant, a leading Swiss financial service provider. Embrace simplicity in a complex world!
Tasks
- Serve as a key contact for private clients and SMEs, providing holistic advice.
- Manage and grow your own clientele while expanding your network.
- Professionally sell our tailored products and services to customers.
Skills
- Bank training with several years of experience, especially in credit.
- Strong communication skills and service-oriented approach.
- Ability to identify customer needs and build relationships.
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, self-employed persons and SMEs and advise them comprehensively
- manage, build up and expand your own customer portfolio as well as further develop your network of relationships
- sell our products and services professionally and according to needs
- refer customers to other segments within the framework of cross-/upselling
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
Mr. Guido Gasser 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 37.5 billion Swiss francs and employs over 1100 employees – including over 70 trainees.
About the company
Valiant Bank AG
Willisau
Reviews
3.1
- Management style3.7
- Salary and benefits4.0
- Career opportunities3.7
- Working atmosphere4.0