Valiant Bank AG
Wohlen
11 hours ago
Advisor for Private and Business Clients 80 - 100 %
- 27 May 2026
- 80 – 100%
- Wohlen
Job summary
Join Valiant, an independent Swiss financial service provider focused on simplicity. Experience a supportive work environment with growth opportunities.
Tasks
- Act as a competent contact for private clients and SMEs, advising on finance.
- Manage and develop your own client portfolio effectively.
- Identify upselling opportunities and connect clients with specialists.
Skills
- Banking education and relevant experience in finance required.
- Strong communication and service-oriented mindset essential.
- Ability to quickly understand client needs and build relationships.
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About the job
Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us.
You will
- be the competent contact person for private clients, self-employed individuals and SMEs and advise them in the areas of financing, investing and pension provision
- manage and develop your own client portfolio
- use our products and services according to customer needs
- identify cross- and upselling potentials and refer customers to the appropriate specialist for specific concerns
You bring
- a banking apprenticeship as well as bank-specific further training
- several years of professional experience in the banking sector, especially in the area of financing
- strong communication skills, goal- and service-orientation
- enjoyment of daily customer contact as well as the ability to quickly recognise needs and expectations
- a broad network of contacts and strong regional ties
Questions about the application process
Ursula Dällenbach
About us
Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private clients and SMEs a comprehensive, easily understandable range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.
