Advisor for Wealth Management Clients 80 - 100 %

St. Gallen

Key information

Publication date:05 February 2025
Workload:80 – 100%
Place of work:St. Gallen

Job summary

Join Valiant, a leading Swiss financial service provider focused on simplicity. Embrace a collaborative, innovative work environment with growth opportunities.

Tasks

Act as the main contact for private clients, providing tailored financial advice.
Proactively acquire new clients and develop your own portfolio.
Collaborate across business areas to identify cross-selling opportunities.

Skills

You should have a banking qualification and expertise in holistic asset consulting.
Strong communication skills and a service-oriented mindset are essential.
Self-motivated with a broad network and regional connections.

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 our competent contact person for wealthy private clients and advise them according to their needs, professionally and holistically in the main areas of investing and retirement planning as well as financing
actively work the market as an acquirer and build up your own client portfolio and develop it profitably
acquire new clients and network partners through proactive market development
collaborate across segments with other business areas and quickly recognize cross-selling opportunities
participate in events with selected clients and represent the bank at occasions

You bring

up-to-date expertise and a completed bank-specific further education
solid knowledge and experience in holistic wealth management and acquisition
a high degree of independence and initiative
strong communication skills, goal- and service-orientation as well as teamwork ability
enjoy daily client contact and recognize needs and expectations
a broad network of relationships and a connection to the region

Questions about the application process

Ms. Anita Pape, HR Consultant, 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 37.5 billion Swiss francs and employs over 1100 staff – including more than 70 trainees.