Berater/in Privat- und Geschäftskunden 80 -100 %

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This job ad was AI-translated from German. See original Job summary Show Join Valiant, a Swiss financial services provider focused on simplicity. Embrace opportunities in a supportive environment! Tasks Act as a key contact for private clients and SMEs in financing. Build and manage your own customer portfolio as the team expands. Utilize our products to meet customer needs effectively. Skills Banking education with at least 5 years of relevant experience. Strong communication and service-oriented mindset required. Ability to recognize client needs and build relationships. 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 build up and expand your own client portfolio in connection with the team expansion 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 at least 5 years of professional experience with your own client book in the banking sector, especially in the area of financing strong communication skills, goal- and service-orientation enjoy 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 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.