Private Customer Advisor (with Development Potential in Business Customer Advisory) 80 - 100 %

07 May 2026
80 – 100%
Flamatt

Job summary

Join Valiant, a leading Swiss financial services provider. Embrace simplicity and opportunities with us.

Tasks

Serve as the main contact for private clients in finance and investment.
Build and manage your own customer portfolio actively.
Identify cross-selling opportunities and connect clients to specialists.

Skills

Banking education with relevant industry experience required.
Strong communication and customer-oriented mindset essential.
Ability to quickly identify client needs and expectations.

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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 our private customers and advise them comprehensively in the areas of financing, investing and pension provision
build up and expand your own customer portfolio and actively maintain your network of relationships
use our products and services according to customer needs
identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns
have the opportunity to learn the advisory services for the customer segments "Self-employed" and "SMEs" in an internal junior programme
gradually develop towards advising private and business customers

You bring

a banking apprenticeship as well as bank-specific further training
professional experience in the banking sector in the areas of financing, investing and pension provision
strong communication skills, goal- and service-orientation
enjoy daily customer contact and the ability to quickly recognise needs and expectations

Questions about the application process

Ms Anita Pape 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, 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 37.9 billion Swiss francs and employs around 1200 staff – including over 70 trainees.