Advisor for Private and Business Clients 60 - 100 %

05 February 2025
60 – 100%
Frauenfeld

Job summary

Join Valiant, a Swiss financial service provider, simplifying life. Embrace opportunities in a supportive environment with great benefits.

Tasks

Be the go-to contact for private clients, freelancers, and SMEs.
Manage and grow your own client portfolio while expanding networks.
Advise on products and services tailored to client needs.

Skills

Bank training with experience, especially in credit services.
Strong communication and client-oriented mindset.
Ability to identify and meet customer needs effectively.

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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 the competent contact person for private clients, self-employed individuals and SMEs and advise them comprehensively

manage, build up and expand your own client portfolio as well as further develop your network of relationships

advise on our products and services professionally and according to needs

refer clients to other segments within the framework of cross-/upselling

You bring

a banking qualification and several years of experience, especially in the credit sector

up-to-date expertise and a completed bank-specific further education

strong communication skills, goal- and service-orientation

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

a broad network of relationships

Questions about the application process

Ms Ursula Dällenbach, HR Advisor, 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 clients 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 staff – including over 70 trainees.