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Individual/Private Customer Advisor
- 12 March 2026
- 100%
- Permanent position
- Sion
Job summary
Join a leading financial institution in Valais Central, at 80-100%. This is a great opportunity to enhance your skills in a dynamic environment.
Tasks
- Assist clients with financing, investments, and wealth planning.
- Acquire new clients with an entrepreneurial spirit and approach.
- Maintain trustful relationships and proactively follow up with clients.
Skills
- Commercial or financial training with banking experience required.
- Strong sales and advisory skills in investment and financing.
- Analytical abilities and quick decision-making in unexpected situations.
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About the job
Individual/Private Customer Advisor
- Central Valais
- 80-100%
Do you have a commercial education and experience in the banking sector? If you are looking for an opportunity to showcase your skills, this position is for you.
Specifically?
- You will assist clients with their financing, investment, and wealth planning requests.
- You will acquire new clients with an entrepreneurial spirit.
- You will establish and maintain a trusting relationship with clients.
- You will proactively follow up with clients after a request for an offer/information or after personal contact.
- You will continuously train yourself on changes to internal and external guidelines.
- You will ensure risk control and compliance with legal requirements.
Interested in the challenge?
This position is for you if…
- You have a commercial and/or financial education.
- You have good sales and advisory skills across all investment, financing, and wealth advisory products and services.
- Dynamic and pragmatic, you have a strong sense of initiative and contribute to your team's success.
- You have good analytical skills and can act quickly in unforeseen situations.
- Your knowledge of English and/or German is a real asset.
Would you like to join us?
Let's meet!
We look forward to receiving your application.
To do so, please send your complete application to Marisa Berclaz, our HR Business Partner, at: recrutement@bcvs.ch.
