Berater/in Privatkunden 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:

• be the competent contact person for our private customers and advise them holistically in the areas of financing, investment and pension provision
• Build and expand your own customer portfolio and actively maintain your relationship network
• use our products and services according to customer needs
• Recognize cross- and upselling potential and forward the customer to the appropriate specialists for specific concerns They bring
• banking education and banking-specific training
• Professional experience in the banking industry in financing, investing and pension schemes
• Communication strength, target and service orientation
• Delight in daily customer contact and the ability to quickly identify needs and expectations
• ideally an existing relationship network and a strong regional anchorage 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.
• be the competent contact person for our private customers and advise them holistically in the areas of financing, investment and pension provision
• Build and expand your own customer portfolio and actively maintain your relationship network
• use our products and services according to customer needs
• Recognize cross- and upselling potential and forward the customer to the appropriate specialists for specific concerns
• banking education and banking-specific training
• Professional experience in the banking industry in financing, investing and pension schemes
• Communication strength, target and service orientation
• Delight in daily customer contact and the ability to quickly identify needs and expectations
• ideally an existing relationship network and a strong regional anchorage