Job offer

Client Advisor

UBS is seeking a Client Advisor in Basel to support new and existing clients in the wealth management division. The position involves advising investment and mortgage clients with a focus on digital solutions and requires sales experience as well as a good command of German and English.

Basel

UBS Group AG

100%

Tasks

Managing and handling your own client portfolio following a comprehensive training period
Providing consulting services to clients using the latest technologies
Onboarding new customers and providing ongoing support to existing customers
Support for Investment and Mortgage Clients

Skills and Experience

Completed education, ideally in the financial sector
Knowledge of internal and external sales
Knowledge of the local market and financial institutions
Customer-Centric Approach
Enjoyment of working with people
Outgoing personality
Sales-Oriented Thinking
Committed to the success of the company
Excellent German, good English

Original job description

Job details

Found on:

September 21, 2026

Employer:

UBS Group AG

job percentage:

100%

Place of work:

Basel

Place found on:

https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5050&PageType=JobDetails&jobid=349475&frmSiteId=5012

About the employer:

UBS is a globally active Swiss bank.

It offers wealth management, investment banking and asset management.

The head office is in Zurich and Basel.

UBS is one of the largest financial institutions in the world.

Training opportunities powered by skillaware.