Valiant Bank AG
Zweisimmen
3 days ago
Advisor Private Customers (with Development Potential in Business Customer Consulting) 40 - 60 %
- Publication date:14 October 2025
- Workload:40 – 60%
- Place of work:Zweisimmen
Job summary
Join Valiant, a Swiss financial service provider, simplifying life.
Tasks
- Be the go-to contact for private clients in finance and investing.
- Manage and grow your own customer portfolio and network.
- Provide tailored advice on our products and cross-sell effectively.
Skills
- Bank training and experience, especially in credit services required.
- Strong communication skills and customer-oriented mindset.
- Ability to 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 customers and advise them comprehensively in the segments Financing, Investing and Pension (there is the possibility to independently learn consulting for the customer segments self-employed and SMEs in an internal junior program)
- manage, build up and expand your own customer portfolio as well as further develop your network of relationships
- advise our products and services professionally and according to needs
- refer customers to other segments within the framework of cross-/upselling
- gradually develop towards consulting private and business customers
You bring
- a banking education and several years of experience, especially in the credit sector
- up-to-date expertise and a completed bank-specific further education
- communication skills, goal- and service-orientation
- enjoy daily customer contact and recognize needs and expectations
- a broad network of relationships
- persuasiveness and assertiveness
Questions about the application process
Mr. Guido Gasser 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 customers as well as 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 37.5 billion Swiss francs and employs over 1100 employees – including over 70 trainees.
