Job offer
Retail Client Advisory Services
UBS is seeking a client advisor for its Private Client Advisory Services in Eastern Switzerland who will advise clients on topics such as retirement planning and investments and assist them in navigating the digital world. The ideal candidate values personal interaction, has a basic understanding of banking, and is comfortable with digital technology.
The role
Do you value personal contact? Do you know the basics of the banking business and would like to develop your skills in advisory services or other areas of the bank? Do you feel comfortable in the digital world? Then get in touch with us!Tasks
These are your core tasks:- At the branch office, you’ll represent UBS, warmly welcome clients, and act as their 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.
Our team
We’re a successful team. You’ll find us at our Heerbrugg, Heiden, and Altstätten branches. Together with our colleagues, we serve our international clientele, and we’d now like to have you join our team. Together, we ensure that our customers leave the store satisfied. We appreciate the close relationship with our customers, the diverse range of responsibilities, and the excellent opportunities for growth in both consulting and in-store roles.- You enjoy meeting and advising new people every day
- You can work with customers as part of a team
- You are fluent in German and English
Requirements
No specific requirements mentioned.We offer
We foster an inclusive culture that brings out the best in our employees, no matter where they are in their careers. And we use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re stronger. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.Job details