Private Customer Advisor 80 - 100 %

About the job

Private Customer Advisor 80 - 100 %

Bern Bethlehem

You will

• be the competent contact person for our private customers and advise them comprehensively in the areas of financing, investing and pension provision
• build up and expand your own customer portfolio and actively maintain your network of relationships
• use our products and services according to customer needs
• identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns

You bring

• a banking apprenticeship as well as bank-specific further training
• professional experience in the banking sector in the areas of financing, investing and pension provision
• communication skills, goal- and service-orientation
• enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations
• ideally an existing network of relationships and a strong regional anchoring

We offer

Tasks
We offer exciting and varied tasks for employees who want to help shape, simplify and actively initiate ideas.

Culture
We are simple and clear, treat each other at eye level and maintain a collegial and friendly culture.

Organisation
We are a medium-sized company and rely on flat hierarchies and manageable processes.

Development
We invest in the development of our employees and promote our talents.

Flexible employment conditions
We offer our employees modern and flexible working time models such as working from home, flexible working hours, part-time work (also in leadership positions), purchase of additional holidays, unpaid leave, sabbatical, etc.

Special conditions
We grant our employees various benefits such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonus, 100% continued salary payment during military service, maternity, paternity and illness.

Your next step

Does this challenge appeal to you? We look forward to receiving your application.

Questions about the application process

Guido Gasser

031 310 73 09

Questions about the position

Darko Sincek

Branch Manager Bern Bethlehem

031 998 30 31

darko.sincek@valiant.ch

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easy-to-understand 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 people – including over 70 trainees.