Advisor Private and Business Customers 80 - 100 %
Valiant Bank AG
Meilen
Key information
- Publication date:05 September 2025
- Workload:80 – 100%
- Place of work:Meilen
Job summary
Join Valiant, a leading Swiss financial services provider. Embrace a collaborative environment to simplify life.
Tasks
- Be the go-to person for private clients and SMEs, providing holistic advice.
- Build and expand your own client portfolio while developing relationships.
- Professionally advise on products and services tailored to client needs.
Skills
- You need a banking background with experience in credit and investments.
- Strong communication skills and goal-oriented service approach are essential.
- Enjoy daily client interactions and possess a wide network in the region.
Is this helpful?
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, self-employed persons and SMEs and advise them comprehensively
- build up and expand your own customer portfolio as well as further develop your network of relationships
- professionally and needs-oriented advise our products and services
- refer customers to other segments within the framework of cross-/upselling
You bring
- a banking education and several years of experience in the credit, investment and pension area
- 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 and a connection to the region
Questions about the application process
Ms. Ursula Dällenbach, HR consultant, 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, 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 37.5 billion Swiss francs and employs over 1100 employees – including over 70 trainees.
