Berater/in Privatkunden 80 - 100 %

Valiant is seeking a Mid-level Private Client Advisor (80-100%) based in Belp, CH. The role involves advising clients on financing, investing, and retirement planning while building and maintaining a client portfolio.

The company is looking for a dedicated advisor to serve as the primary point of contact for private clients. In this position, you will provide comprehensive guidance on financing, investment strategies, and retirement planning while actively growing and nurturing your own client base.

Responsibilities

• Provide thorough advice to private clients regarding financing, investment options, and retirement planning.
• Develop and grow a personal client portfolio while actively maintaining professional relationships.
• Apply relevant banking products and services to meet specific client requirements.
• Identify opportunities for cross-selling and upselling, and direct clients to specialists when necessary.

Requirements

• Hold a banking education and have completed specialized banking training.
• Possess professional experience in banking, particularly in financing, investing, and retirement planning.
• Demonstrate strong communication abilities, a goal-oriented mindset, and a service-focused approach.
• Enjoy interacting with customers daily and have the ability to quickly identify their needs and expectations.
• Have an existing relationship network and strong regional anchoring.

Nice to have

• An existing relationship network and strong regional anchoring.

What the company offers

• Engaging and diverse tasks for employees who co-create, simplify, and actively bring ideas.

About the company

The company fosters a simple and clear work environment where colleagues meet on an equal footing. The culture is characterized by collegiality and friendliness.

• Simple and clear communication.
• Equal footing among colleagues.
• Collegial and friendly culture.