Job offer

Customer consulting / relationship management

The position of Client Advisor / Relationship Manager at UBS in Lucerne involves providing expert advice and support to clients on personal loan matters and building long-term relationships. The ideal candidate will have a banking apprenticeship or a commercial degree and at least 2 years of professional experience.

Job description

BANK-now - Kundenberatung / Relationship Management Automatischer Stellencode: 3130518R City: Lucerne

Job type

  • Full-time

The role

Do you thrive on advising customers and building long-term relationships? Do you know how to keep things running smoothly? We are looking for a new colleague to take on the following core tasks:
  • Competent advice and support for our clients in all personal loan matters
  • Developing solutions that are tailored to the customer's wishes
  • Recognizing sales opportunities and consistently exploiting potential
  • The opportunity to use your sales flair for our first-class product range
  • Thorough examination of loan applications together with internal departments
  • Implementation of outbound campaigns
  • Various administrative tasks such as recording and checking customer data

Requirements

That's what we want:
  • Banking apprenticeship or KV degree with very good grades
  • At least 2 years of professional experience
  • Knowledge
  • High flexibility and pronounced
  • Pleasure and openness for customers
  • Independent, precise work and
  • Fluent German and good verbal communication skills

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, culture and global infrastructure help us to collaborate in an agile way while meeting all client needs. Gain new experience in different roles or acquire new knowledge and skills - we know that great work is never done alone. We know that our people, with their unique backgrounds, skills, experiences and interests, are what drive our success. Together we achieve so much more!

Equal opportunities

UBS is an equal opportunity employer. We respect all employees as individuals and the different cultures, perspectives, skills and experiences of our staff.

Job details

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.