Advisor for Wealth Management Clients 80 - 100 %

About the job

Advisor for Wealth Management Clients 80 - 100 %

St. Gallen

You will

• be our competent contact person for wealthy private clients and advise them in a needs-based, professional and holistic manner 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 recognise 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
• 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

We offer

Tasks
We offer exciting and varied tasks for employees who want to help shape, simplify and actively initiate ideas.

Culture
We are simple and clear, treat each other as equals and maintain a collegial and friendly culture.

Organisation
We are a medium-sized company and rely on flat hierarchies and manageable processes.

Development
We invest in the development of our employees and promote our talents.

Flexible employment conditions
We offer our employees modern and flexible working time models such as working from home, flexible working hours, part-time work (also in leadership positions), purchase of additional holidays, unpaid leave, sabbatical, etc.

Special conditions
We grant our employees various benefits such as special conditions on all banking services, discounted purchase of REKA credits, employee referral bonus, 100% continued salary payment during military service, maternity, paternity and illness.

Your next step

Does this challenge appeal to you? We look forward to receiving your application.

Questions about the application process

Anita Pape

HR Advisor

031 310 73 15

Questions about the position

About us

Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private clients 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 38.2 billion Swiss francs and employs around 1200 people – including over 70 trainees.