Private Client Advisor

The role

Are you a proactive, outgoing person? And do you thrive on advising customers with the help of 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.

Core tasks

• After a comprehensive induction period, you will manage and process your own client portfolio of investment and mortgage clients.
• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. So that your customer relationships develop over the long term and score points with new customers.
• You also rely on innovative tools and apps for your advice. In this way, you take customers with you on our journey into the future: You encourage them to use our digital

What we wish for

• Commercial training, ideal prerequisites in the IT sector
• Sound understanding of IT
• Knowledge of the local market and business conditions
• Enjoy dealing with people, service orientation and professional communication
• Passion for sales and high service orientation
• Committed to the success of UBS
• Fluent German, good knowledge of English

How we hire

We may ask you to

This is us

At UBS, we support flexible working models if the role allows it. This includes different working models, such as part-time, job sharing or hybrid working (in the office and from home). Our purpose, culture and global infrastructure help us to collaborate in an agile way while meeting all client needs. Gain new experience in different roles or acquire new knowledge and skills We know that great work is never done alone. We know that our people, with their unique backgrounds, skills, experiences and interests, are what drive our success. Together we achieve so much more!