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Private client advisor (commercial client evolution) 80-100%

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Employment type
Full-time
Location
Moutier
First posted
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• 05 août 2026 • 80 - 100% • Durée indéterminée • \-, 2740 Moutier Simplifying 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. Private client advisor (commercial client evolution) 80-100% Your activities ## • advise and accompany a private clientele holistically in the fields of financing, investment, and pension provision • identify the needs of your clients and propose suitable banking solutions to them • develop, manage, and retain your own client portfolio while actively expanding your network • collaborate with other segments of the bank in order to create cross-selling and up-selling opportunities • progressively develop your knowledge in the field of commercial clientele You possess ## • a banking education and several years of experience, particularly in financing, investment, and pension provision • up-to-date professional knowledge, reinforced by continuous training in the banking sector • a dynamic, proactive, and client-oriented personality • a well-established relational network and the ability to create, establish, and maintain relationships of trust • good negotiation and persuasion skills We offer ## Tasks We offer exciting and varied tasks for employees who participate, simplify, and demonstrate committed ideas. Culture We are simple and clear, dialogue on an equal footing, and maintain a collegial and friendly culture. Your next step ## Would you like to take on this challenge? We look forward to receiving your application. Questions about the position ### Pasqualino Del Zingaro 032 494 63 64 Questions about the application process ### Anita Pape 031 310 73 15 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 fields. Valiant is locally established in fifteen cantons: Argovie, Bâle-Campagne, Bâle-Ville, Berne, Fribourg, Jura, Lucerne, Neuchâtel, Saint-Gall, Schaffhouse, Soleure, Thurgovie, Vaud, Zoug and Zurich. In addition, it is present throughout Switzerland thanks to its innovative and digital services. Valiant shows total assets of 38,2 billion francs and employs approximately 1200 employees, including more than 70 people in training.

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