Berater/in Privat- und Geschäftskunden 60 - 100 %

Stellenbeschreibung

Join Valiant, a leading Swiss financial service provider. Embrace opportunities and simplify complexity in finance! Tasks Serve as the go-to advisor for private clients, freelancers, and SMEs. Manage and grow your own client portfolio effectively. Utilize products and services tailored to client needs. Skills Banking education and specialized training required. Strong communication skills and service-oriented mindset. Ability to quickly identify client needs and expectations. This job ad was AI-translated from German. See original 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 private clients, self-employed individuals and SMEs and advise them in the areas of financing, investing and pension provision manage and develop your own client portfolio use our products and services according to customer needs identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns You bring a banking apprenticeship as well as bank-specific further training several years of professional experience in the banking sector, especially in financing communication skills, goal- and service-orientation enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations a broad network of relationships and a strong anchoring in the Eastern Switzerland region Questions about the application process Ursula Dällenbach 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.