Private customer advice

The role

Are you 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 and feels at home in the digital world.

Core tasks

• They understand the diverse needs of our customers precisely and advise them competently.
• After a comprehensive initial consultation, you will manage and process your own client portfolios with investment and mortgage clients.
• You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships with new customers with pinpoint accuracy.
• You also rely on innovative tools and apps for your advice. In this way, you take customers on our journey into the future: You encourage them to use our digital products and support them in doing so.

Requirements

• Commercial training, ideally
• Knowledge and experience, a customer
• Sound understanding in the field of A
• Enjoy dealing with people,
• Passion for sales and high service
• Committed to the success of
• Very good knowledge of German and English

We offer

At UBS, we know that our employees We are passionate about supporting our employees on their career path Our inclusive culture brings out the best in our employees We are committed to the inclusion of people with disabilities