Job offer
Client Advisor
UBS is seeking a Client Advisor for the Global Window in Gstaad to advise and serve ultra-high-net-worth clients as part of a long-term partnership. The position requires several years of experience in private banking, in-depth investment expertise, and fluency in German, English, and French.
Tasks
- Build a trusting partnership with our ultra-high-net-worth clients
- Maintain a customer ledger on an ongoing basis and develop it based on a strategic plan
Skills and Experience
- Completed banking apprenticeship, continuing education in the banking sector, or a degree in business
- Extensive local or regional experience in the Gstaad area or a connection to that area
- Extensive expertise in investment products and financial services for high-net-worth and institutional clients
- Leadership in Acquiring Private and New Customers
- A clear commitment to maintaining relationships and the ability to communicate complex counseling-related topics
- Excellent communication and presentation skills
- Proficiency in dealing with cultural differences
- Fluent in German, English, and French
- Excellent ability to work independently with a client base, as well as in collaboration with clients
Job details
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