Job offer

Client Advisor

Here is a brief summary of the job: The position offers the opportunity for a motivated and dedicated individual to support a Client Advisor in the Global Wealth Management division at UBS in Zurich, while mastering challenging tasks in a dynamic environment. The focus of the role will be on communicating with external wealth managers and multi-family offices as well as providing administrative support to the client advisor.

Job description

Job reference:

  • Job Reference: 322406BR
  • City: Zurich
  • Job type: Full-time

Your role

Are you ready to work in a dynamic and challenging environment? Do you remain calm and focused, even in difficult situations? We are looking for a motivated and dedicated colleague to support our Account Manager in delivering exceptional service.

Your tasks

  • Daily direct contact with external asset managers and multi-family offices.
  • Professional and efficient support in managing customer inquiries and processing customer orders.
  • Supporting the client advisor with administrative and client-oriented tasks in day-to-day business.
  • Comprehensive insights into the entire UBS offering.
  • Integral part of achieving team goals and improving customer satisfaction.

Your team

You will be part of the Global FIM Europe team in Zurich, where we work with external asset managers and multi-family offices across Europe. Our clients cover a diverse range.

Requirements

  • Completed commercial apprenticeship or equivalent training.
  • At least 2 years experience as.
  • Familiarity with opening accounts.
  • Passion for customer interaction.
  • A collaborative team player with a.
  • A self-starter with a strong sense of purpose.
  • Resilience under pressure and a.
  • Fluent in English; Knowledge.
  • Flexibility, excellent communication.

We offer

At UBS, we recognize that it is our people who drive our continued success with their diverse skills, experience and backgrounds. We are dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities for growth and flexible working options where possible.

Job details

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