Private Client Advisor

Job description

The role

• Do you have a proactive, outgoing personality and are you at your best when advising customers using the latest technologies?

Tasks

• You will manage and process your own client portfolio with investment and/or mortgage clients.
• They understand the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
• You actively approach your customers and create a customer proximity that enables you to exploit further potential.
• 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 products and support them in doing so.

Requirements

• Commercial training, ideally knowledge of the local market and of financial and investment products
• Sound understanding of investment and pensions
• Enjoy dealing with people
• Passion for sales and high service orientation
• Committed to the success of UBS
• Fluent German and good knowledge of English

We offer

• 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, our corporate culture and our global infrastructure help us to work together in an agile way while meeting all customer needs.
• Gaining new experience in different roles or acquiring new knowledge and skills - we know that great work is never done alone.
• We support our employees with their unique backgrounds, skills, experience and interests that drive our success.
• Together we achieve so much more!