Financial Planner 80 - 100 %
Valiant Bank AG
Bern
Key information
- Publication date:22 July 2025
- Workload:80 – 100%
- Place of work:Bern
Job summary
Join Valiant, a leading Swiss financial service provider. Here, you’ll simplify finance for clients and enjoy a supportive work environment.
Tasks
- Acquire and advise on financial planning and general advisory topics.
- Create financial plans and specialized analyses for clients.
- Support clients with estate planning and advance directives.
Skills
- Experience in financial planning and relevant qualifications required.
- Strong communication skills and customer-oriented approach.
- Proficient in IT tools like Excel, PowerPoint, and Logismata.
Is this helpful?
Together simplifying. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who will drive simplicity forward with us.
You will
- acquire and advise on our services in the area of financial planning as well as general retirement topics
- create financial plans and specific expert analyses (private/business clients and entrepreneurs)
- present solutions to clients and accompany the active implementation of the defined measures
- advise and accompany clients on the primary topics of power of attorney and advance directives in collaboration with network partners
- recognize and demonstrate cross-selling opportunities
- support client advisors in specialist questions
- participate in client and further training events, as well as hold expert presentations
- be geographically active in the Espace Mittelland
You bring
- practical experience in developing financial plans
- a completed further education in the field of financial planning (financial planner with federal diploma, federal financial planning expert, MAS Financial Consulting or SME financial expert)
- current specialist knowledge and several years of professional experience in the financial services sector
- enjoyment of customer contact as well as result- and goal-oriented work
- independence, efficiency, and accuracy, and are strong in communication
- IT user knowledge, especially Logismata, Excel, and PowerPoint
- bilingual d/f or good French skills (B2)
- willingness to travel and are mobile (driving license B)
Questions about the application process
Ms. Martina Carlen, HR consultant, will be happy to provide you with information.
About us
Valiant is an independent Swiss financial service provider and operates exclusively in Switzerland. It offers private clients and SMEs a comprehensive, easily understandable range of services in all financial matters. 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 37.1 billion francs and employs over 1100 employees – of which over 70 are trainees.
