Client Advisor (m/f/d)

Job description

The role

• Are you at your best when you can advise your customers and build long-term relationships?
• Is your investment advice outstanding? For our Global Window Gstaad with an international clientele, but within Wealth Management Switzerland, we are looking for a new client advisor:

Tasks

• Develop a trusting partnership with our high net worth clients
• continuously maintain a customer book and develop it on the basis of a strategic plan
• provide high-quality investment solutions in close cooperation with other team members and our specialists
• Comply with all regulations, guidelines and standards as a contribution to an effective risk culture

Requirements

• Completion of banking apprenticeship and further training
• Several years of local or regional experience
• sound expertise in the field of finance
• Passion for sales and new customer acquisition
• High service orientation and empathy
• Excellent communication and presentation skills
• Fluency in dealing with cross-cultural teams
• fluent in German, English and/or French
• confident in dealing with business partners
• Intention to live Gstaad and the Saane region in the long term

We offer

• This position offers you the opportunity to be part of a team that lives excellence

The Career Comeback Program

• We are open to applications from people returning to work. More information about our program: ubs.com/careercomeback