Advisor Private and Business Clients 80 -100 %

About the job

Advisor Private and Business Clients 80 -100 %

Bülach

You will

• be the competent contact person for private clients, self-employed persons and SMEs and advise them in the areas of financing, investing and pension provision
• build up and expand your own client portfolio in connection with the team expansion
• use our products and services according to customer needs
• recognise cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns

You bring

• a banking qualification as well as bank-specific further training
• at least 5 years of professional experience with your own client book in the banking sector, especially in the area of financing
• communication skills, goal- and service-orientation
• enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations
• necessarily a broad network of relationships and a strong regional anchoring

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, meet each other at eye level 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 holiday days, 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 in case of 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

Ursula Dällenbach

HR Advisor

031 310 73 13

Questions about the position

René Häderli

Branch Manager

044 864 10 21

rene.haederli@valiant.ch

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.