Berater/in Vermögensberatungskunden 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:

• our competent contact person for wealthy private clients and advise them holistically in the areas of investing, pensions and financing
• Build and expand your own customer portfolio and actively maintain your relationship network
• as an acquirer, actively work on the market and further develop your customer portfolio in a profit-oriented manner
• Collaborate with other businesses and identify cross-selling potential
• participate in events with selected customers and represent the bank They bring
• banking education and banking-specific training
• Several years of professional experience in the banking industry in the areas of investment and pension provision as well as in-depth knowledge in holistic asset consulting
• High level of self-employment, initiative and strong acquisition strength
• Delight in daily customer contact and the ability to quickly identify needs and expectations
• A broad network of relationships and a strong regional anchorage 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.
• our competent contact person for wealthy private clients and advise them holistically in the areas of investing, pensions and financing
• Build and expand your own customer portfolio and actively maintain your relationship network
• as an acquirer, actively work on the market and further develop your customer portfolio in a profit-oriented manner
• Collaborate with other businesses and identify cross-selling potential
• participate in events with selected customers and represent the bank
• banking education and banking-specific training
• Several years of professional experience in the banking industry in the areas of investment and pension provision as well as in-depth knowledge in holistic asset consulting
• High level of self-employment, initiative and strong acquisition strength
• Delight in daily customer contact and the ability to quickly identify needs and expectations
• A broad network of relationships and a strong regional anchorage