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

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