Valiant Bank AG
Moutier
Private Client Advisor (Commercial Client Development) 80-100%
- 05 August 2026
- 80 – 100%
- Moutier
Job summary
Join Valiant, a Swiss financial provider simplifying finance for all. Embrace a supportive work environment with growth opportunities.
Tasks
- Advise private clients on financing, investments, and insurance.
- Develop and manage your own client portfolio while expanding your network.
- Identify client needs and offer tailored banking solutions.
Skills
- Banking education with several years of experience in finance.
- Strong communication skills with a client-centric approach.
- Ability to recognize client needs and establish relationships.
Is this helpful?
About the job
Simplifying together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for employees who implement simplicity with us.
Your activities
- advise and support private clients comprehensively in the areas of financing, investment and pension provision
- identify your clients' needs and offer them suitable banking solutions
- develop, manage and retain your own client portfolio while actively expanding your network
- collaborate with other segments of the bank to create cross-selling and up-selling opportunities
- gradually develop your knowledge in the field of commercial clients
You have
- a banking education and several years of experience, particularly in financing, investment and pension provision
- up-to-date professional knowledge, reinforced by continuing education in the banking sector
- a dynamic, proactive and client-oriented personality
- a well-established network and the ability to create, establish and maintain trusting relationships
- a good sense of negotiation and persuasion
About us
Valiant is an independent Swiss financial service provider. It operates exclusively in Switzerland and offers private clients and SMEs a comprehensive, simple and understandable range of services in all financial areas. Valiant is locally established in fifteen cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, St. Gallen, Schaffhausen, Solothurn, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to its innovative and digital services. Valiant has a total balance sheet of 38.2 billion francs and employs around 1200 employees, including more than 70 trainees.
