Advisor for Private and Business Clients 60 - 100 %

About the job

Advisor for Private and Business Clients 60 - 100 %

Wil

You will

• be the competent contact person for private clients, self-employed individuals and SMEs and advise them in the areas of financing, investing and pension provision
• manage and develop your own client portfolio
• use our products and services according to customer needs
• identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns

You bring

• a banking apprenticeship as well as bank-specific further training
• several years of professional experience in the banking sector, especially in financing
• strong communication skills, goal- and service-orientation
• enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations
• a broad network of relationships and a strong anchoring in the Eastern Switzerland region

What you should know

We offer

Tasks
We offer exciting and varied tasks for employees who want to help shape, simplify and actively initiate ideas.

Culture
We are simple and clear, treat each other as equals and maintain a collegial and friendly culture.

Organisation
We are a medium-sized company and rely on flat hierarchies and manageable processes.

Development
We invest in the development of our employees and promote our talents.

Flexible employment conditions
We offer our employees modern and flexible working time models such as working from home, flexible working hours, part-time work (also in leadership positions), purchase of additional holidays, unpaid leave, sabbatical, etc.

Special conditions
We grant our employees various benefits such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonus, 100% continued salary payment during military service, maternity, paternity and illness.

Your next step

Does this challenge appeal to you? We look forward to receiving your application.

Questions about the application process

Ursula Dällenbach

HR Advisor

031 310 73 13

Questions about the position

Athanasios Missiaris

Branch Manager Wil

071 913 20 35

athanasios.missiaris@valiant.ch

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private clients 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 38.2 billion Swiss francs and employs around 1200 people – including over 70 trainees.