Job offer

Private client advisory services / Relationship management / Personal & corporate banking

UBS is seeking a Private Client Advisor and Relationship Manager who will advise clients using the latest technologies and manage their own client portfolio. The position requires a business background, knowledge of the local market and finance, as well as strong communication and sales skills.

The role

Do you have a proactive, outgoing personality and do you thrive on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns, feels comfortable in the digital world and can take on the following tasks:
  • You will manage and process your own client portfolio with investment and/or mortgage clients.
  • You accurately identify the diverse needs of our customers and provide them with expert advice.
  • You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
  • You actively approach your customers and create customer proximity, which enables you to exploit further potential.
  • You also rely on innovative tools and apps in your consulting work. This is how you take your customers with you on our journey into the future: you encourage them to use our digital products and support them in doing so.

What we wish for

We are looking for someone with:
  • Business training, ideally with knowledge of the local market and finance
  • Sound understanding of accounting
  • Enjoy dealing with people
  • A passion for sales and a high level of expertise in customer service and consulting
  • Dedicated commitment to success
  • Fluent German and good knowledge of English

We offer

We offer a challenging and supportive environment where you can use your skills and experience to advance your career. Our inclusive culture brings out the best in our employees, no matter where they are in their career journey. We use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we are stronger.

Job details

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