Job offer
Private Client Advisor / Relationship Management / Personal & Corporate Banking
UBS is looking for a private client advisor for relationship management in the Personal & Corporate Banking division, who will advise clients using the latest technologies and manage their own client portfolio. The ideal candidate should have commercial training, customer service experience, and a sound understanding of investments.
The role
Are you a proactive, outgoing person? And do you thrive when advising customers using the latest technologies? Then get in touch with us! We are looking for a colleague who has a flair for customer service and feels at home in the digital world.Tasks
- You accurately identify the diverse needs of our customers and provide them with expert advice. - After a comprehensive training period, you will manage and process your own portfolio of investment and mortgage customers. - You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers. - You also rely on innovative tools and apps in your consulting work. In this way, you take customers with you on our journey into the future: you encourage them to use our digital products and support them in doing so.Requirements
- Commercial training, ideally with a vocational baccalaureate - Knowledge and experience in customer service - Sound understanding of investments - Enjoy working with people, be quick and professional - Passion for sales and highly service-oriented - Committed to success - Very good German and English skillsWe offer
- New challenges - A supportive team - Opportunities for development - Flexible working conditions, where possible - An inclusive culture that brings out the best in our employees - The use of artificial intelligence (AI) to work smarter and more efficiently - Collaboration at the heart of everything we do - The inclusion of people with disabilities and an accessible application processJob details