Job offer
MANDATE SPECIALIST
UBS is seeking a Mandate Specialist for the Romandie region to actively advise clients and advisors on discretionary investment solutions. The position involves acquiring new wealth management mandates and fostering client loyalty as part of a local Business Solution Manager team.
Skills and Experience
- University degree in finance; CFA, CAAA, or AZEK certification is a major asset.
- Proven experience in the sales and marketing of financial products, with tangible results in customer acquisition and retention.
- Proficiency in analyzing multi-asset portfolios and the ability to tailor your recommendations to each specific situation.
- Excellent presentation skills, with the ability to persuade, inspire, and engage clients and Client Advisors.
As a MANDATE SPECIALIST
- Actively advising clients and Client Advisors on discretionary and advisory investment solutions;
- Playing a key role in securing new wealth management mandates and building customer loyalty;
Expertise
- You'll enjoy excellent working conditions and competitive pay.
- Join our team to drive growth and customer excellence in French-speaking Switzerland.
Job details
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