Job offer

Private Client Advisor

UBS is looking for a private client advisor for its Zurich branch who will advise clients using the latest technologies and manage their own client portfolio. The ideal candidate should have commercial training, knowledge of the local market, and expertise in retail banking, as well as enjoy working with people.

The role

Do you have 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, feels comfortable in the digital world and can take on the following tasks:
  • You will manage and process your own client portfolio with investment, pension and/or mortgage clients.
  • You accurately identify the various needs of our customers and provide them with expert advice.
  • 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.
  • They encourage you to use our digital products and support you in doing so.

What we wish for

  • Commercial training, ideally in banking
  • Knowledge of the local market and expertise in the retail business
  • In-depth understanding in the field of consulting
  • Enjoy working with people, high level of service and sales performance for success
  • Committed to the success of our customers

We offer

We offer you new challenges, a supportive team, development opportunities, and flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their career path. We use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we are stronger. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all.

Job details

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