Job offer
Customer advisor
UBS is looking for an initiative and outgoing personality as a client advisor in Upper Valais, who advises clients using the latest technologies and manages their own client portfolio. The position offers flexible working models and the opportunity to gain new experience in various roles.
Job description
The role
Do you have a proactive, outgoing personality and are you at your best when advising customers using the latest technologies?Core tasks
- After a comprehensive induction period, you will manage and advise your own client portfolio of investment and mortgage clients.
- They understand the diverse needs of our customers precisely and advise them competently.
- You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
Requirements
- Commercial training, ideally with a sound understanding of finance
- Knowledge of the local market and fluent German
We offer
- Flexible working models if the role allows it (part-time, job sharing or hybrid working)
- Support in the further development of skills and experience
- A working environment that collaborates in an agile way and meets all customer needs
Job details
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