Job offer
Customer consulting / relationship management
The position of Private Client Advisor at UBS in Basel involves managing your own client portfolio, advising clients on investment and mortgage matters and using innovative tools and apps. The ideal candidate will have a commercial education in banking, experience in investment and wealth advisory and excellent communication skills.
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 services and offers.
Our team
You work at the office in the heart of Basel.- **Diversity** helps us to grow together and share success. Diversity promotes collaboration and inclusion. This strengthens our business and brings added value for all of us.
Requirements
- Commercial training, ideally in the field of **banking**
- Sound understanding in the field of **investment and asset management**
- Knowledge of the local market and the Swiss 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 know that our employees, with their different skills, experiences and backgrounds, are the key to our success.
- We are passionate about putting our employees 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.
Job details