Job offer

Customer consulting / relationship management

The position as a Client Advisor in Private Client Advisory at UBS in Bern involves managing your own client portfolio, advising clients on investment and mortgage documents and using innovative tools and apps. The ideal candidate should have a commercial education, experience in investments and a high service orientation.

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 documents.
  • 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

Requirements

  • Commercial training, ideally in the plant sector
  • Sound understanding in the field of systems
  • Knowledge of the local market and financing
  • Enjoy dealing with people
  • Passion for sales and high service orientation
  • Committed to the success of UBS
  • Fluent German, good knowledge of English

We offer

  • New challenges
  • A supportive team
  • Development opportunities
  • Flexible working conditions, if possible
  • An inclusive culture that brings out the best in our employees
  • Cooperation at the heart of our business

Job details

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