Valiant Bank AG
Baden
2 months ago
Advisor for Private and Business Clients 80 - 100 %
- 18 April 2026
- 80 – 100%
- Baden
Job summary
Join Valiant, a leading Swiss financial service provider. Embrace simplicity in a complex world.
Tasks
- Serve as a competent contact for private clients and SMEs.
- Manage and grow your own customer portfolio effectively.
- Identify cross-selling opportunities to meet client needs.
Skills
- Requires banking education and relevant experience.
- Strong communication and customer-oriented mindset.
- Ability to quickly recognize client needs and expectations.
Is this helpful?
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 qualification as well as bank-specific further training
- several years of professional experience in the banking sector, especially in financing
- strong communication skills, goal- and service-orientation
- enjoy daily customer contact and the ability to quickly recognise needs and expectations
- a broad network of contacts and strong regional ties
Questions about the application process
Ms Ursula Dällenbach, HR Advisor, will be happy to provide you with information.
About us
Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private clients and SMEs a comprehensive, easy-to-understand 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.
