Private Client Advisor / Relationship Management

Job description

• Job Title: Private Client Advisor / Relationship Management
• Area: Personal & Corporate Banking

Job Details

• Job Code: 318462BR
• Location: Sursee, Switzerland - Central Switzerland
• Type of employment: full-time, part-time

The Role / Job Description

Do you value personal contact? Do you know the basics of the banking business and would like to develop further in advisory services or other areas of the bank? Do you feel comfortable in the digital world? Then get in touch with us!

Main tasks / Key Responsibilities

• In the office, you represent UBS, greet customers warmly and take on the role of host.
• You will advise customers on the topics of pensions and investments and develop your specialist knowledge in these areas.
• And finally, you will get customers excited about the digital world and help them to use e-banking, mobile banking or TWINT.

Unser Team / Our Team

We are an open, dynamic and ambitious team. You will find us at our office in Sursee / LU. Together with our colleagues, we serve our customers and now we want you to join the team. Together we ensure that our customers are satisfied with the interaction with our employees.

Was Du erwarten können / What You Can Expect

• You enjoy meeting and advising new people every day.
• You can support customers.
• In a team it's comfortable, you are you and you work at eye level.
• You have a good command of written and spoken German.

Requirements

No explicit requirements specified.

We offer

• Flexible working models, if the role allows it.
• Different working models, such as part-time, job sharing or hybrid working (in the office and from home).
• Gain new experience in different roles or acquire new knowledge and skills.