Berater/in Privatkunden (mit Entwicklungspotential in die Geschäftskundenberatung) 80 - 100 % — Valiant Bank AG

Full description

Simplify together. Because life is full of possibilities. At the same time, it has become complex. That is why we are looking for employees who work with us to promote simplicity. They shall:

• the competent contact person for private clients and advise them holistically in the financing, investing and pension segments (it is possible to learn the advice of the customer segments self-employed and SMEs in an internal junior program)
• Maintain, build and expand your own customer portfolio and further develop your relationship network
• our products and services professionally and need-based advice
• Redirect customers to other segments as part of cross-/upselling
• gradually evolve towards consulting private and business customers They bring
• a banking education and several years of experience, especially in the credit sector
• current expertise and a completed bank-specific training
• Communication strength, target and service orientation
• Enjoy daily customer contact and recognize needs and expectations
• A broad network of relationships
• Persuasion and assertiveness Questions about the application process Ursula Dällenbach About us Valiant is an independent Swiss financial services provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easy-to-understand offer in all financial matters. Valiant is locally anchored in the following 15 cantons: Aargau, Basel Landscape, Basel City, Bern, Freiburg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. It is also present throughout Switzerland thanks to innovative, digital services. Valiant has a balance sheet total of 38.2 billion francs and employs around 1200 people – of which more than 70 are apprentices.
• the competent contact person for private clients and advise them holistically in the financing, investing and pension segments (it is possible to learn the advice of the customer segments self-employed and SMEs in an internal junior program)
• Maintain, build and expand your own customer portfolio and further develop your relationship network
• our products and services professionally and need-based advice
• Redirect customers to other segments as part of cross-/upselling
• gradually evolve towards consulting private and business customers
• a banking education and several years of experience, especially in the credit sector
• current expertise and a completed bank-specific training
• Communication strength, target and service orientation
• Enjoy daily customer contact and recognize needs and expectations
• A broad network of relationships
• Persuasion and assertiveness