Job offer

Conseiller-ère P

UBS is looking for a Conseiller-ère P (Conseil clientèle / Relationship management) in Suisse romande to provide holistic advice to clients and build long-term relationships. The position offers the opportunity to work autonomously while benefiting from a large international bank.

Job description

The function

  • Participation in actively shaping the growth and development of the division
  • Comprehensive advice for customers and building long-term relationships
  • Expertise in asset management

Tasks

  • Building a partnership of trust with customers
  • Managing a client portfolio and its development on the basis of a clear strategic plan
  • Cooperation with other segments and services of the Bank
  • Autonomous working on site while benefiting from the advantages of a large international bank
  • Comprehensive support and provision of high-quality investment solutions in close cooperation with other team members
  • Compliance with all regulations, guidelines and standards and contribution to an effective risk culture

Requirements

  • University degree or equivalent title
  • Several years of experience in the field of
  • Good communication skills, commercial sense
  • In-depth knowledge of the local socio-economic fundamentals
  • Solid expertise in products and
  • Passion for acquiring new customers
  • Service orientation and ability to manage diversity
  • Cultural diversity and language skills (French and other languages)

We offer

  • Flexible working models, if the role allows it
  • Part-time, job-sharing and hybrid working (in the office and at home)
  • Culture based on goals and global infrastructure
  • Opportunities for further training and career development

Job details

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