Advisor Private Customers 80 - 100 %

Valiant Bank AG

Laupen BE

Key information

Publication date:01 October 2025
Workload:80 – 100%
Place of work:Laupen BE

Job summary

Join Valiant, an independent Swiss financial services provider. Embrace simplicity in a complex world!

Tasks

Serve as a trusted contact for private clients in finance and investments.
Manage and expand your own customer portfolio while enhancing networks.
Sell products and services professionally, tailored to client needs.

Skills

Requires banking education and several years of experience in finance.
Strong communication and customer-oriented mindset are essential.
Ability to build relationships and demonstrate persuasive skills.

Is this helpful?

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 and advise them holistically in the segments of financing, investing, and retirement planning
manage, build, and expand your own customer portfolio as well as further develop your network of relationships
sell our products and services professionally and according to needs
refer customers to other segments within the framework of cross-/upselling

You bring

a banking education and several years of experience in the credit, investment, and retirement planning areas
up-to-date expertise and a completed bank-specific further education
communication skills, goal- and service-orientation
enjoyment of daily customer contact and the ability to recognize needs and expectations
if possible, a network of relationships
persuasiveness and assertiveness

Questions about the application process

Ms. Anita Pape, HR Consultant, 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 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 37.5 billion Swiss francs and employs over 1100 staff – including more than 70 trainees.