Customer advisor

The role

Are you a proactive, outgoing person? And do you thrive on advising customers with the help of the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns and feels at home in the digital world.

Core tasks

• After a comprehensive induction period, you will manage and process 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.
• You also use innovative tools and apps in your advice. In this way, you take customers with you on our journey into the future. You encourage them to use our digital

Our team

They work at the branches in Switzerland to follow the path to success together. Diversity helps us to grow together and brings added value for our business and for our customers.

Requirements

• Commercial training, ideally in the area of systems
• Sound understanding of investment and asset management
• Knowledge of the local market and financial center
• Enjoy dealing with people
• Passion for sales and high service orientation
• Committed to the success of UBS
• Fluent German, good English

We offer

At UBS, we recognize that our people, with their diverse skills, experience and backgrounds, are the key to our success. We are passionate about putting our people first by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are on their career path. We also know that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together we are stronger. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all. Therefore, if you need support during our recruitment process, you can contact us at any time.