Advisor Private Customers 80 - 100 %

Valiant Bank AG

Ostermundigen

Key information

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

Job summary

Join Valiant, a leading Swiss financial service provider. Embrace a role that promotes simplicity in a complex world.

Tasks

Act as a knowledgeable contact for private clients in finance.
Manage and expand your own customer portfolio effectively.
Sell products and services tailored to client needs professionally.

Skills

Bank training with experience in credit, investment, and retirement.
Strong communication and customer service orientation needed.
Ability to identify client needs and build relationships.

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 holistically in the segments of financing, investing, and retirement planning
manage, build, and expand your own customer portfolio as well as further develop your network of relationships
sell our products and services professionally and according to needs
refer customers to other segments within the framework of cross-/upselling

You bring

a banking education and several years of experience in the credit, investment, and retirement planning area
up-to-date expertise and a completed bank-specific further education
communication skills, goal- and service-orientation
enjoyment of daily customer contact and the ability to recognize needs and expectations
if possible, a 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 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.