Job offer

Personal Banking Advisor / Relationship Manager

UBS is seeking a Private Client Advisor/Relationship Manager for the Mittelland region in Switzerland who will advise clients using the latest technologies and manage their own client portfolio. The ideal candidate should have a business background, experience in client relations, and a solid understanding of investments.

The role

Are you a proactive, outgoing personality? And do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns and feels at home in the digital world.

Tasks

And these are your core tasks:
  • They understand the diverse needs of our customers precisely and advise them competently.
  • After a comprehensive training period, you will manage and serve your own portfolio of investment and mortgage clients.
  • You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
  • They encourage customers to use our digital products and provide support to help them do so.

Requirements

That's what we want:
  • Commercial training, ideally
  • Knowledge and experience in dealing with customers
  • In-depth understanding of investments
  • Enjoy working with people, ideally
  • Passion for sales and high service
  • A dedicated commitment to the success of the
  • Very good knowledge of German and English

We offer

We are passionate about empowering our employees by providing them with new challenges, a supportive team, opportunities for growth, and, whenever possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone.

Job details

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