Job offer

Customer advisor

UBS is seeking a client advisor for the St. Gallen, Appenzell, and Thurgau region who can build long-term client relationships and advise real estate clients. The ideal candidate has extensive knowledge of loans and products, as well as strong communication skills.

The role

Do you excel when advising discerning real estate clients and building long-term relationships? Do you have outstanding real estate expertise? Do you possess pleasant and engaging interpersonal skills? We are looking for a new colleague for the St. Gallen, Appenzell, and Thurgau market area (based in St. Gallen) to assist us with the following tasks:
  • Maintaining long-term client relationships and acquiring new real estate clients
  • Apply your comprehensive knowledge of credit and products across your customers’ value chain to develop results-oriented solutions
  • Providing customer, product, and market data to managers
  • Compliance with KYC (Know Your Customer) and compliance rules, as well as existing internal policies and legal requirements

What we wish for

  • A college degree, ideally with local or regional experience in Switzerland
  • Knowledge of finance and mortgages
  • The ability to understand local market conditions as well as products and services
  • Exceptional services for VIPs
  • You speak German fluently

We offer

We are passionately committed to putting our employees first by offering them new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work smarter and more efficiently. 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’re stronger. We’re committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.

Job details

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