Advisor for Wealth Management Clients 80 - 100 %

05 February 2025
80 – 100%
St. Gallen

Job summary

Join Valiant, a Swiss financial service provider simplifying life. Embrace a collaborative, rewarding work environment.

Tasks

Be the go-to contact for affluent private clients, offering tailored advice.
Actively acquire new clients and build a profitable portfolio.
Collaborate across departments to identify cross-selling opportunities.

Skills

Bring current expertise and a banking qualification.
Possess strong communication, initiative, and teamwork skills.
Have a broad network and local connections.

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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 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 advice and acquisition
a high degree of independence and initiative
strong communication skills, goal- and service-orientation as well as teamwork
enjoyment of daily client contact and the ability to recognise needs and expectations
a broad network of relationships and a connection to the region

Questions about the application process

Ms Anita Pape, 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 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.