Job offer
Affluent Private Client Advisor, Bern, 80–100%
UBS is seeking a proactive and outgoing individual in Bern to serve as a Private Client Advisor for the Affluent segment (80–100%). The position involves providing advisory services to clients in the areas of investments, mortgages, and retirement planning, utilizing modern technologies.
Tasks
- Take the initiative and be outgoing while addressing customer concerns using state-of-the-art technology
- Feeling at Home in the Digital World
- Supporting customers as they make the most important decisions of their lives
- Provide the necessary solutions to help clients achieve their goals and fulfill their needs
- Leverage a unique combination of expertise, experience, and passion for what matters most to our customers
- Implement products and provide support
Requirements
- Business Apprenticeship
- Experience in the banking sector or a related field
- In-depth understanding of investments, mortgages, and retirement planning
- Enjoy dealing with people
- A confident and professional demeanor
- Experience in taking initiative and providing service
- Strong Commitment to Customer Service
- Commitment to the success of the entire team
We offer
- Work at the office at the Bern train station
- A position at a major global bank with exciting responsibilities
- Strong Growth Prospects
- Good opportunities for continuing education
- Contributing to the development of technologies that support our customers
- An open and inclusive work environment
- Equal Opportunities for All
- A Transparent and Fair Work Environment
- Appreciation, Recognition, and Support
- Personalized Support for Your Career
Job details
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