Job offer

Personal Banking Advisor / Relationship Manager

UBS is seeking a Private Client Advisor/Relationship Manager in Thun who will advise clients using the latest technologies and manage their own client portfolio. The position requires a business background, knowledge of investments, and a strong commitment to customer service.

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 accurately identify the diverse needs of our customers and provide them with expert advice.
  • After a comprehensive induction period, you will manage and process your own client 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.
  • You also rely on innovative tools and apps in your consulting work. This is how you take your customers with you 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.
  • Expertise and achievements in a specific area of client consulting.
  • A solid understanding of investments.
  • Ideally, you enjoy working with people.
  • Passion for sales and strong service orientation.
  • A dedicated commitment to success.
  • Excellent knowledge of German and English.

We offer

We offer a supportive team, opportunities for growth, and flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work smarter and more efficiently. 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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