Valiant Bank AG
Seengen
Private Customer Advisor (with Development Potential in Business Customer Advisory) 80 - 100 %
- 01 July 2026
- 80 – 100%
- Seengen
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 customers and advise them comprehensively in the segments of financing, investing and pension provision (there is the possibility to independently learn the advisory of the customer segments self-employed and SMEs in an internal junior programme)
- manage, build up and expand your own customer portfolio as well as further develop your network of relationships
- advise our products and services professionally and according to needs
- refer customers to other segments within the framework of cross-/upselling
- gradually develop towards advising private and business customers
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
- enjoyment of daily customer contact and recognising needs and expectations
- a broad network of relationships
- persuasiveness and assertiveness
Questions about the application process
Ursula Dällenbach
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 staff – including over 70 trainees.