Private Client Advisor (with development potential) 80 - 100%
Valiant Bank AG
Delémont
Key information
- Publication date:03 September 2025
- Workload:80 – 100%
- Place of work:Delémont
Job summary
Join Valiant, a Swiss independent financial provider focused on simplicity. Embrace an opportunity to grow in a supportive work environment.
Tasks
- Advise clients on financing, investments, and insurance solutions.
- Build and strengthen your own client portfolio and network.
- Sell banking products and facilitate cross-selling opportunities.
Skills
- Banking training with several years of experience in credits and investments.
- Strong communication skills with a service-oriented mindset.
- Ability to recognize client needs and persuade effectively.
Is this helpful?
Simplify 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
- comprehensive and competent advice to private clients in the Financing, Investments and Pension segments
- building and consolidating your own client portfolio as well as developing your network of contacts
- selling our banking products and services
- referring clients to other segments within the framework of cross- and up-selling
You have
- a banking education and several years of experience, especially in the areas of loans, investments and pensions
- up-to-date professional knowledge as well as continuing education in the banking sector
- a communicative personality
- ambition and a sense of service
- the ability to recognize needs and expectations and you enjoy daily contact with clients
- good persuasive power and the ability to assert yourself
Questions about the application process
Ms. Anita Pape, HR Advisor, will be happy to provide the desired information.
About us
Valiant is an independent Swiss financial service provider. It is exclusively present in Switzerland and offers private clients and SMEs a complete, simple and understandable range of financial services. Valiant is locally established in fifteen cantons: Aargau, Basel-Country, Basel-City, 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 37.5 billion francs and employs more than 1100 employees, including more than 70 trainees.
