Advisor for Private and Business Customers 80 - 100 %

04 March 2026
80 – 100%
Bern

Job summary

Join Valiant, a leading Swiss financial service provider. Experience a dynamic work environment with growth opportunities.

Tasks

Serve as a key contact for clients in finance, investment, and retirement.
Manage and grow your own customer portfolio effectively.
Identify upselling opportunities and connect clients with specialists.

Skills

Banking training and experience in the financial sector required.
Strong communication and customer service orientation needed.
Ability to quickly assess and understand client needs essential.

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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, self-employed persons and SMEs and advise them in the areas of financing, investing and pension provision
manage and expand your own customer 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 education as well as bank-specific further training
several years of professional experience in the banking sector, especially in the area of financing
communication skills, goal- and service-orientation
enjoy daily customer contact as well as the ability to quickly recognize needs and expectations
a broad network of relationships and a strong regional anchoring

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 as well as 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 37.9 billion Swiss francs and employs around 1200 people – including over 70 trainees.