Job offer

Retail Client Advisory Services (90–100%)

UBS is seeking a Private Client Advisor (90–100%) in Eastern Switzerland to advise private clients on investments, mortgages, and retirement planning. The position requires business training, in-depth knowledge of investments, and excellent German and Italian language skills.

Tasks

  • Advising private clients using the latest technologies
  • Responsibility for processes in digital investment and for addressing client concerns

Professional Qualifications and Experience

  • Business Training, Ideal
  • Knowledge and experience to demonstrate in a client portfolio
  • In-depth understanding of investments, mortgages, and retirement planning
  • Enjoys working with people; has a confident and professional demeanor
  • A passion for sales and a strong commitment to customer service
  • A committed effort to ensure the success of the entire team
  • Very good German, Italian, and

Job details

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