Valiant Bank AG
St. Gallen
Advisor for Wealth Management Clients 80 - 100 %
- 05 February 2025
- 80 – 100%
- St. Gallen
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 our competent contact person for wealthy private clients and advise them according to their needs, professionally and holistically in the main areas of investing and retirement planning as well as financing
- actively work the market as an acquirer and build up your own client portfolio and develop it profitably
- acquire new clients and network partners through proactive market development
- collaborate across segments with other business areas and quickly identify cross-selling opportunities
- participate in events with selected clients and represent the bank at occasions
You bring
- up-to-date expertise and a completed bank-specific further education
- solid knowledge and experience in holistic wealth management and acquisition
- a high degree of independence and initiative
- strong communication skills, goal- and service-orientation as well as teamwork
- enjoy daily client contact and recognise needs and expectations
- a broad network of contacts and a connection to the region
About us
Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private clients 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 Swiss francs and employs around 1200 staff – including over 70 trainees.
