Job offer

Client Advisor (f/m/d)

The Client Advisor (f/m/d) position at UBS in Gstaad involves advising clients and building long-term relationships with high net worth clients to jointly develop customized investment solutions. The position offers the opportunity to work in an excellent team and serve clients with a high level of service orientation.

Job description

Client Advisor (f/m/d)

The role

Are you at your best when you can advise your clients 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 who:

  • developed a trusting partnership with our very wealthy clients
  • continuously maintains a customer book and develops it on the basis of a strategic plan
  • provides high-quality investment solutions in close cooperation with other team members and our specialists
  • complies with all regulations, guidelines and standards as a contribution to an effective risk culture

The Career Comeback Program

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

Requirements

That's what we want:

  • Completion of banking apprenticeship or 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
  • Skill in dealing with culture
  • fluent in German, English and/or French
  • confident in dealing with demanding customers
  • Intention to get to know Gstaad and the Saane region

We offer

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

At UBS, we recognize that our people, with their diverse skills, experience and backgrounds, are the key to our success. We are passionate about putting our people first by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions.

Job details

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