Job offer

Personal Banking Advisor / Relationship Manager

UBS Switzerland AG is seeking a Private Client Advisor/Relationship Manager in Thun to advise and support clients using the latest technologies. The position requires a business background, experience in client advisory services, and a keen sense for finding optimal solutions.

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 client portfolio, which includes 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.
  • You also rely on innovative tools and apps for your advice. In this way, you take customers on our journey into the future: You encourage them to use our digital products and support them in doing so.

Requirements

That's what we want:
  • Business training, ideally.
  • Knowledge and experience in customer service.
  • A solid understanding of investments and finance.
  • Ideally, you enjoy working with people.
  • A passion for sales and a strong commitment to customer service.
  • A dedicated commitment to success.
  • Excellent knowledge of German and English.

We offer

We offer you a challenging and varied role within a dynamic team. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We are passionate about supporting our employees as they advance in their careers, helping them tackle new challenges, providing a supportive team, creating opportunities for growth, and, whenever possible, offering flexible working arrangements.

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.