Job offer

Private Client Advisor, Asset Management

UBS is seeking a Private Client Advisor in Asset Management in Bern to provide comprehensive financial advice to sophisticated private and corporate banking clients using modern technologies.

Tasks

  • Advising our discerning private and corporate banking clients using the latest technologies
  • Who is attentive to customers' needs and feels at home in the digital world

Expertise and Experience

  • Business training, ideally with a commercial apprenticeship certificate earned while working or a college degree
  • Knowledge and experience to expand the client portfolio
  • In-depth understanding of stocks, mortgages, and retirement planning
  • Enjoy dealing with people, confident and professional demeanor
  • Sales skills and a strong commitment to customer service
  • A committed effort to ensure the success of the entire team
  • Very good knowledge of German and English

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.