Job offer
Conseiller-ère à Global Wealth Management
UBS is looking for a Conseiller-ère for Global Wealth Management in Lausanne to support clients from the executive and entrepreneurial scene and build long-term relationships. The position involves advising on investment, business succession and wealth planning issues as well as developing client portfolios.
Job description
Conseiller-ère à Suisse - Suisse romande Conseil clientèle / Relationship management Global Wealth Management!Tasks
- Developing a mutual understanding and a partnership based on trust with the client in order to accompany him in his strategic business considerations
- Defining a structured advisory process and the most suitable solutions for each client according to their needs, objectives and expectations
- Provide high quality investment solutions in close collaboration with other team members and wealth planning solutions
- Creating a development plan for the strategic customer portfolio with measurable acquisition actions
- Comply with all regulations, guidelines and standards to promote an effective risk culture
- Constant updating and maintenance of accurate and up-to-date customer documentation
Requirements
- University degree or equivalent level of education
- At least 2 years local experience
- Experience in advising entrepreneurs and/or executives
- Expert knowledge of structured products
- Strong business acumen
- Excellent communication skills
- Resilience and team spirit
- Fluent in French and English (optional)
We offer
- Flexible working models, if the role allows it
- Part-time, job-sharing and hybrid working models (office and home office)
- Goal-based culture and global infrastructure to work agile and respond to customer needs
Why us?
- Acquiring new experiences in different roles
- New knowledge and skills
- Support from a diversified team
Job details