Berater/in Privatkunden (mit Entwicklungspotential in die Geschäftskundenberatung) 50 - 60 %

Description du poste

This job ad was AI-translated from German. See original Job summary Show Join Valiant, a leading Swiss financial service provider. Embrace opportunities in a supportive environment. Tasks Be the go-to contact for private clients in finance and investments. Build and maintain your own customer portfolio actively. Identify upselling opportunities and connect clients to specialists. Skills Banking training and relevant experience in finance required. Strong communication and service-oriented mindset needed. Ability to quickly assess customer needs and expectations. 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 our private customers and advise them comprehensively in the areas of financing, investing and pension provision build up and expand your own customer portfolio and actively maintain your network of relationships use our products and services according to customer needs identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns have the opportunity to learn the advisory services for the customer segments "Self-employed" and "SMEs" in an internal junior programme gradually develop towards advising private and business customers You bring a banking apprenticeship as well as bank-specific further training professional experience in the banking sector in the areas of financing, investing and pension provision strong communication skills, goal- and service-orientation enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations ideally an existing network of relationships and a strong regional anchoring About us Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers 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.