Job offer

Private Client Advisor

The position of Private Client Advisor at UBS involves advising and supporting clients in the area of financing, including with the help of digital tools and apps. The ideal candidate will have a commercial education, experience in the client area and strong service and sales skills.

Job description

Private Client Advisor Switzerland - Mittelland Client Advisory / Relationship Management Personal & Corporate Banking

Job details

  • Automatic job code: 325113BR
  • Job type: Full-time

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 soft spot for customer concerns with a focus on financing and feels comfortable in the digital world.

Core tasks

  • They understand the diverse needs of our customers precisely and advise them competently.
  • After a comprehensive induction period, you will manage and process your own client portfolio of 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 in customer
  • Sound understanding of HR
  • Enjoy dealing with people,
  • Passion for sales and a high level of service
  • Committed to the success of
  • Very good knowledge of German and 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 never done alone. That's why collaboration is at the heart of everything we do. Because together we are stronger. 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.

Job details

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