Private and Commercial Client Advisor 80 - 100 %
Valiant Bank AG
Bulle
Key information
- Publication date:24 July 2025
- Workload:80 – 100%
- Place of work:Bulle
Job summary
Valiant is a Swiss financial provider focused on simplicity. Join our team to create clear, effective solutions.
Tasks
- Provide comprehensive advice to private and commercial clients.
- Build and maintain your client portfolio and network.
- Sell banking products and facilitate cross-selling opportunities.
Skills
- Banking training with several years of experience required.
- Strong communication skills and ambition to serve clients.
- Good persuasive abilities and knowledge of German.
Is this helpful?
Let's 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 for private and commercial clients in the areas of Investments, Financing, and Insurance
- building and consolidating your own client portfolio as well as developing your network of relationships
- selling our banking products and services
- referring clients to other segments as part of cross- and up-selling
You possess
- a banking qualification and several years of experience, particularly in the field of loans, investments, and insurance
- current professional knowledge as well as ongoing training in the banking sector
- a communicative personality
- ambition and a sense of service
- the ability to recognize needs and expectations and you appreciate daily contact with clients
- a wide network of relationships as well as a connection to the region
- good persuasive skills and the ability to assert yourself
- good knowledge of German
Questions about the application process
Ms. Martina Carlen, HR Advisor, will gladly provide you with 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 services in all financial areas. 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. Furthermore, it is present throughout Switzerland thanks to its innovative and digital services. Valiant has a total balance sheet of 37.1 billion francs and employs more than 1,100 employees, including over 70 people in training.
