Job offer

Private customer advice

UBS is looking for an outgoing and proactive individual to join the Private Client Advisory team in Zurich or Eastern Switzerland, advising clients using the latest technology and managing their own client portfolio. The position offers the opportunity to secure long-term client relationships and acquire new clients.

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.
  • They understand the diverse needs of our customers precisely and advise them competently.
  • You have a keen sense for optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
  • They actively approach customers and create a customer proximity that enables them to exploit further potential.
  • 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.

What we wish for

  • Commercial training, ideally with further training in banking or finance
  • Knowledge of the local market and the Swiss financial center
  • Sound understanding in the area of sales
  • Enjoy dealing with people,
  • Passion for sales and high service orientation
  • Committed to the bank's success
  • Fluent German and good knowledge of English

We offer

At UBS, we recognize that our people, with their diverse skills, experience and backgrounds, are the key to our success. We are passionate about putting our people first by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are on their career path. We also know that great work is not done alone. That's why collaboration is at the heart of everything we do. Because together we are stronger.
  • New challenges
  • A supportive team
  • Development opportunities
  • Flexible working conditions, if possible

Further information

We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all. Therefore, if you need support during our recruitment process, you can contact us at any time. UBS is an equal opportunity employer. We respect all employees as individuals and the different cultures, perspectives, skills and experiences of our staff.

Job details

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