Job offer

Private Client Advisory / Relationship Management

UBS is seeking a self-motivated individual in Kreuzlingen for a private client advisory role (40–100%) who will proactively advise clients on achieving their financial goals and build long-term relationships.

Kreuzlingen

UBS Group AG

100%

Tasks

They proactively identify the diverse needs of our customers and provide them with expert advice.
You have a keen sense for finding the best solutions. This helps you build long-term customer relationships and win over new customers.

Skills and Experience

Commercial training, ideally
Knowledge of the local market and economy
A solid understanding of financial planning
Enjoy dealing with people
Sales skills and a strong commitment to customer service
Dedicated commitment to success
Fluent in German and English

Original job description

Job details

Found on:

September 21, 2026

Employer:

UBS Group AG

job percentage:

100%

Place of work:

Kreuzlingen

Place found on:

https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5050&PageType=JobDetails&jobid=349155&frmSiteId=5012

About the employer:

UBS is a globally active Swiss bank.

It offers wealth management, investment banking and asset management.

The head office is in Zurich and Basel.

UBS is one of the largest financial institutions in the world.

Training opportunities powered by skillaware.