Job offer

Customer consulting/relationship management

The Client Advisor position at UBS in Zurich involves processing credit applications, advising clients and communicating credit decisions, as well as taking responsibility for providing excellent customer service. The role requires several years of professional experience in client advisory and strong communication skills.

The role

In this exciting sales and deal-oriented advisory role, you will be responsible for processing loan applications and will be able to apply your sales flair to our first-class product range. This includes recording and checking written and telephone loan applications and developing solutions tailored to the customer's requirements. As a customer advisor, you will offer our customers excellent service and work closely with internal interfaces.

Core tasks

  • Processing and reviewing incoming loan applications
  • Verification of customer information and documents with regard to accuracy and authenticity
  • Notification and communication of credit notes to the customer
  • Telephone advice for customers on all aspects of the "BANK-now offer"

Requirements

  • Several years of professional experience in customer consulting
  • Fluent German and business fluent English
  • Pleasure and openness for customers
  • High flexibility as well as strong service orientation and communication skills
  • Structured, results-oriented and independent way of working

We offer

  • Flexible working models if the role allows it (part-time, job sharing or hybrid working)
  • Support in the further development of skills and knowledge
  • An open and inclusive working environment that promotes equal opportunities

Job details

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