Moutier
Private Client Advisor (Commercial Client Development) 80-100%
- 05 August 2026
- 80 – 100%
- Permanent position
About the job
Simplify together. Because life is full of possibilities. And has become more complex at the same time. That is why we are looking for colleagues who implement simplicity with us.
Your activities
- advise and support private clients comprehensively in the areas of financing, investment and pension provision.
- develop, manage and retain your own client portfolio while actively expanding your network
- identify your clients’ needs and offer them suitable banking solutions
- collaborate with other segments of the bank to create cross-selling and up-selling opportunities
- be able to acquire advisory skills for the "Self-employed" and "SME" segments through an internal Junior programme
- gradually develop towards advising private and commercial clients
You possess
- a banking education and several years of experience, especially in financing, investment and pension provision
- up-to-date professional knowledge, reinforced by continuing education in the banking sector
- a communicative personality, service- and client-oriented
- enjoy daily contact with clients and be able to quickly recognise needs and expectations
- ideally have an already established network and a strong regional presence.
We offer
Tasks
We offer exciting and varied tasks for colleagues who participate, simplify and demonstrate committed ideas.Culture
We are simple and clear, communicate as equals and maintain a collegiate and friendly culture.Your next step
Would you like to take on this challenge? We look forward to receiving your application.
Questions about the position
Pasqualino Del ZingaroQuestions about the application process
Anita PapeAbout us
Valiant is an independent Swiss financial service provider. It is exclusively present 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 colleagues, including more than 70 trainees.
