Job offer
Affluent Private Client Advisor
UBS is seeking a private client advisor for the affluent segment in Zurich who is client-focused and tech-savvy. The position involves advising clients on financial portfolio management and securities investments, as well as building and maintaining client relationships.
Tasks
- Advising customers using the latest technologies
- Have a knack for understanding customers' needs
- Navigating the Digital World with Ease
- Work on the Affluent Team 2
- Add value to the bottom line
- Expand or build a client portfolio
Requirements
- Business training, ideally with a focus on finance or financial consulting
- Knowledge of the local market
- Ability to expand or build a client portfolio
- In-depth understanding of financial portfolio management and securities investment
- Enjoys working with people, communicative, customer-oriented
- A passion for sales and a keen awareness of customers' needs, concerns, and interests
- A Dedicated Commitment to the Team's Success
- Fluency in German
- Excellent English skills
- Knowledge of French is an advantage
- A proactive and outgoing person
Job details
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