Private Client Advisor

Job description

Private Client Advisor

Switzerland - Central Plateau

Customer consulting / relationship management

Personal & Corporate Banking

The role

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

We are looking for a colleague who has a flair for customer concerns and feels comfortable 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. This enables you to secure long-term customer relationships and score points with new customers.
• You also use innovative tools and apps in your advice. In this way, you take customers with you on our journey into the future. You encourage them to use our digital

Requirements

• Commercial training, ideally in the area of systems
• Sound understanding in the field of systems
• Knowledge of the local market and local conditions
• Enjoy dealing with people
• Passion for sales and high service orientation
• Committed to the success of UBS
• Fluent German, good knowledge of English

We offer

At UBS, we recognize that our people, with their diverse skills, experience and backgrounds, are the key to our success. We are passionate about putting our employees first by providing them with new challenges, a supportive team, and the opportunity to grow,

• Development opportunities
• Flexible working conditions, if possible
• An inclusive culture that brings out the best in our employees
• Cooperation at the heart of our business