Private/Individual Customer Advisor – Major Prescribers

Publication date:31 October 2025
Workload:100%
Contract type:Unlimited employment
Place of work:Sion

Job summary

Join our dynamic team as a client advisor in Sion! This role offers a chance to leverage your banking skills.

Tasks

Acquire new business providers with an entrepreneurial spirit.
Analyze client requests for finance and investments effectively.
Maintain a trusted relationship while managing client portfolios.

Skills

Commercial training with confirmed banking experience required.
Strong sales abilities and product knowledge essential.
Excellent analytical skills and proactive initiative valued.

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About the job

Private/Individual Customer Advisor – Major Prescribers

Sion
80-100%

Do you have a commercial education and experience in the banking world? If you are looking for an opportunity to showcase your skills, this position is your chance.

Specifically?

You will acquire new business introducers with an entrepreneurial spirit.
You identify and exploit the potential of existing customers and prospects.
You will support clients and analyze their requests regarding financing, investments, and financial planning while assessing risks.
You use the marketing and commercial information system with a service quality optimization mindset to manage customer follow-up.
You establish and maintain a trusting relationship with customers, notably through positive relationship follow-up (knowing how to anticipate client expectations, showing the bank's appreciation).
You ensure proactive follow-up of clients after a request for an offer/information or after personal contact.
You continuously train yourself on changes in internal and external directives.
You control the customer relationship, particularly ensuring compliance with legal provisions, anti-money laundering regulations, and risk management aspects.

Are you tempted by the challenge?

This position is for you if…

You have a commercial education, confirmed experience in the banking world, and experience managing a banking client portfolio.
You have good sales skills, especially regarding the full range of services and products available for different clienteles.
You are a pragmatic, frank, transparent, and constructive personality with strong interpersonal skills.
You have strong analytical skills and autonomy.
You have a strong sense of initiative.
Your language skills would be an asset.

Would you like to join us?

Let's meet!

We look forward to receiving your application.

To do so, send your complete file to Marisa Berclaz, our HR Business Partner, at the address: recrutement@bcvs.ch, no later than November 14, 2025.