Affluent Private Client Advisor - Sion (80–100%)

Responsabilités

• You accurately identify customers' needs and provide them with expert advice
• Build relationships with people, maintain those relationships, and actively develop cross-selling opportunities
• Offer unique service packages tailored to clients’ individual needs, thereby ensuring career longevity and stable working hours
• To offer a diverse range of asset management and insurance services. Together, our strength lies in our wide-ranging expertise.
• You are part of the advisory team and a member of a team where collaboration is valued

Skills and Experience

• Business training, ideally in insurance
• Knowledge of the local market and the product
• In-depth knowledge of tax law
• Enjoys interacting with people; possesses relevant sales skills
• Passion for sales and a strong focus on action
• Active Commitment to the Team's Success

Pourquoi nous choisir

• At UBS, we know that it is our employees—with their skills, experiences, and diverse backgrounds—who are the driving force behind our continued success
• We are passionate about putting our employees first by offering them new opportunities for growth and, whenever possible, flexible working conditions.
• Our inclusive culture brings out the best in each and every one of us, and we create a supportive environment for all teams and employees, no matter where they are in their careers.
• We are integrating artificial intelligence (AI) to work smarter and more efficiently
• We also know that doing great work requires a good work-life balance, which is one of the reasons we have a first-rate parental leave policy