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 involves managing a client portfolio, working with other teams and providing high quality investment solutions.

Job description

The function

We are looking for a new colleague who:
  • builds up a relationship of trust with our customers
  • manages a client portfolio and develops it on the basis of a clear strategic plan
  • cooperates with other segments and services of the Bank
  • autonomously on site, but also benefits from the advantages of a large international bank
  • offers holistic support and high-quality investment solutions in close cooperation with other team members
  • complies with all regulations, guidelines and standards and contributes to an effective risk culture

What we want

  • a university degree or an equivalent title
  • Several years of experience in asset management
  • Good communication skills, commercial sense
  • In-depth knowledge of the market and products
  • Solid expertise in products and services
  • Passion for the acquisition of new mandates
  • Service orientation and ability to offer a high-quality service
  • Ability to cope with cultural diversity
  • Proficiency in French and knowledge of English

Why we vote

At UBS, we support flexible working models where the role allows. We offer various working arrangements such as part-time, job-sharing and hybrid work (in the office and at home). Our goal-oriented culture and global infrastructure help us to connect, collaborate and work in an agile way to meet all our clients' needs.

Support and promotion

We know that a good job is never done alone. We know that our employees, their different backgrounds, skills, experience and interests, are the driving force behind our success. Together we go further. We offer opportunities to gain new experiences in different roles or to acquire new knowledge and skills.

Job details

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