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