Berater/in Privat- und Geschäftskunden 80 - 100 %

Descrizione del posto

Join Valiant, a Swiss financial services provider simplifying finance. Enjoy a collaborative work environment with great benefits. Tasks Advise private clients, freelancers, and SMEs on financing and investing. Manage and grow your own customer portfolio effectively. Identify cross-selling opportunities and connect clients with specialists. Skills Banking education and relevant professional experience required. Strong communication and customer service orientation essential. Ability to quickly assess 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 education as well as bank-specific further training several years of professional experience in the banking sector, especially in the area of financing strong 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 regional anchoring 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, 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 staff – including over 70 trainees.