Join Valiant, a Swiss independent financial provider, and simplify life! Enjoy a collaborative work environment that values simplicity and innovation.
Tasks
- Provide comprehensive advice to private clients in financing, investments, and insurance.
- Build and manage your own client portfolio while expanding your network.
- Sell banking products and facilitate cross- and up-selling opportunities.
Skills
- Banking education with years of experience in credits, investments, and insurance.
- Strong communication skills and a service-oriented mindset.
- Ability to identify client needs and a persuasive personality.