Job offer

Customer advisor

UBS is looking for a Client Advisor (m/f/d) for the Interlaken office to advise clients using the latest technologies and manage a dedicated client portfolio. The ideal candidate has a commercial education, experience in investment and financing and is outgoing with a high quality of service.

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

  • DIVERSITY helps us to grow together.
  • Business leads to change and brings added value to our business and supporting 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.

Requirements

  • Commercial training, ideally in the banking sector
  • Sound understanding of investment and financing
  • Knowledge of the local market and financial products
  • Enjoy dealing with people;
  • Passion for sales and high service quality
  • Committed to the success of UBS
  • Fluent German, good knowledge of English

We offer

  • Development opportunities
  • Flexible working conditions, if possible
  • Supporting team
  • Integrative culture

Job details

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