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

02 December 2025
80 – 100%
Seengen

Job summary

Join Valiant, a leading Swiss financial service provider. Simplifying finance for all!

Tasks

Act as a knowledgeable contact for private clients in finance.
Manage and grow your own client portfolio effectively.
Provide tailored advice on our products and services.

Skills

Bank training with several years of experience, especially in credit.
Strong communication and customer service orientation.
Ability to build relationships and influence effectively.

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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 apprenticeship and several years of experience, especially in the credit sector
up-to-date expertise and a completed bank-specific further education
strong communication skills, goal- and service-orientation
enjoyment of daily customer contact and recognising needs and expectations
a broad network of relationships
convincing and assertiveness

Questions about the application process

Ms Ursula Dällenbach, HR Advisor, 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, 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 38.2 billion francs and employs around 1200 staff – including over 70 trainees.