Job offer
Client Advisor F
The position as Client Advisor F in Global Wealth Management at UBS in Liestal involves advising clients and building long-term relationships, as well as providing comprehensive advice to demanding clients on financial matters. The focus is on building trust with clients and acquiring new client relationships.
Job description
- Job type: Full-time
- City: Liestal
- Area: Customer consulting / Relationship management
- Team: Global Wealth Management
The role
- builds a trusting partnership with our customers
- continuously maintains a customer book and develops it on the basis of a strategic plan
- provides comprehensive advice to our discerning clientele on all personal financial issues in close cooperation with specialists and other team members
- the acquisition of new customer relationships, including cross-divisional cooperation
- complies with all regulations, guidelines and standards as a contribution to an effective risk culture
What we wish for
- University degree or equivalent qualification
- Several years of local or regional experience
- Sound expertise in the area of financial products and services
- Passion for sales and new customer acquisition
- High service orientation and the ability to remain calm and friendly even under pressure
- Excellent communication and social skills
- Fluency in dealing with cultural and linguistic challenges
- You speak fluent German and English
We offer
- New challenges
- a supportive team
- Development opportunities
- flexible working conditions, if possible
- an inclusive culture
- Cooperation at the heart of everything we do
- Support for people with disabilities
Job details
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