Job offer

Customer advisor

The position as a Client Advisor at UBS in Eastern Switzerland involves advising and supporting investment and mortgage clients, as well as using innovative tools and apps to build long-term client relationships. The ideal candidate should have a commercial education, a passion for sales and enjoy working with people.

Job type

  • Full-time, part-time

The role

Do you have a proactive, outgoing personality and are you at your best when advising customers using the latest technologies?

We are looking for a colleague to join our team in the Rhine Valley who has a flair for customer concerns and feels comfortable in the digital world.

Core tasks

  • After a comprehensive induction period, you will look after 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 allows you to maintain long-term customer relationships and score points with new customers.
  • You actively approach your customers and create a customer relationship that enables you to exploit further potential.
  • You also rely on innovative tools and apps for your advice. In this way, you take customers with you on our journey into the future: You encourage them to use our digital

What we wish for

  • Commercial training, ideally
  • Sound understanding in the field of
  • Knowledge of the local market and
  • Enjoy dealing with people,
  • Passion for sales and high
  • Dedicated commitment to success
  • Fluent German and good

We offer

At UBS, we support flexible working models if the role allows it. This includes different working models, such as part-time, job sharing or hybrid working (in the office and from home).

Our purpose, our corporate culture and our global infrastructure help us to work together in an agile way while meeting all customer needs.

Gaining new experience in different roles or acquiring new knowledge and skills - we know that great work is never done alone.

We know that our employees, with their unique backgrounds, skills, experience and interests, are what drive our success. Together we achieve so much more!

Job details

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