Job offer

Private customer advice

UBS is seeking a full-time client advisor for its team in Gstaad, Switzerland, who will manage and advise their own portfolio of investment and mortgage clients. The ideal candidate should have commercial training, a sound understanding of advisory services, and knowledge of the local market.

The role

Are you a proactive, outgoing person who thrives on advising customers using the latest technologies? Then get in touch with us. We are looking for a colleague for our team in Gstaad who has a flair for the needs of international customers in our tourist resort and feels at home in the digital world.

Tasks

And these are your core tasks:
  • After a comprehensive training period, you will manage and work on your own portfolio of investment and mortgage clients.
  • They understand the diverse needs of our customers precisely and advise them competently.
  • You have a keen sense for finding optimal solutions. This allows you to secure your customers in the long term and score points with new customers.
  • You actively approach your customers and build customer relationships that enable you to tap into further potential.
  • You also rely on innovative tools and apps in your consulting work. This allows you to take customers with you on our journey into the future. You encourage them to use our digital offerings.

Our team

You will be working at the Gstaad office as part of our Swiss operations. We are a:
  • a team focused on diversity and inclusion
  • a supportive team
  • a team that is constantly striving for new challenges, opportunities for growth, and, whenever possible, flexible working conditions.

Requirements

That's what we want:
  • Business training, ideally in sales and service or basic business skills
  • In-depth understanding of the advisory sector
  • Knowledge of the local market and a strong local presence
  • Enjoyment in dealing with international customers
  • Proficiency in dealing with cultural and language-specific challenges
  • Passion for sales and high service orientation
  • Dedicated commitment to success
  • Fluent German and good knowledge of French

Job details

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