Advisor Private Customers (with Development Potential in Business Customer Consulting) 80 - 100 %

Bern

Key information

Publication date:16 July 2025
Workload:80 – 100%
Place of work:Bern

Job summary

Join Valiant, a Swiss financial services provider focused on simplicity. Embrace the chance to thrive in a dynamic work environment.

Tasks

Serve as a trusted advisor for private clients in finance and investment.
Manage and grow your own client portfolio while expanding your network.
Provide tailored advice on our products and services effectively.

Skills

Bank training and several years of experience, especially in credit.
Strong communication skills and service-oriented mindset.
Ability to identify and meet customer needs with a broad network.

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 and advise them comprehensively in the segments Financing, Investing and Pension (there is the possibility to independently learn consulting for the customer segments self-employed and SMEs in an internal junior program)
manage, build up and expand your own customer portfolio as well as further develop your network of relationships
professionally and needs-oriented advise on our products and services
refer customers to other segments within the framework of cross-/upselling
gradually develop towards consulting private and business customers

You bring

a banking education and several years of experience, especially in the credit area
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.