Job offer

Private Client Advisor

UBS is looking for an outgoing and proactive personality as a Private Client Advisor in Northern Switzerland, particularly in Basel, to advise clients using the latest technologies and build long-term client relationships. The position involves managing your own client portfolio and providing expert advice to clients on investment and mortgage matters.

Job description

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

Job details

  • Job type: Full-time
  • City: Basel

The role

Are you a proactive, outgoing person? And do you thrive on advising customers with the help of the latest technologies?

Core tasks

  • After a comprehensive induction period, you will manage and process your own client 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 optimal solutions. This enables you to secure long-term customer relationships and score points with new customers.
  • You also use innovative tools and apps in your advice. In this way, you take customers with you on our journey into the future. You encourage them to use our digital

Requirements

  • Commercial training, ideally
  • Sound understanding in the field of
  • Knowledge of the local market and
  • Enjoy dealing with people,
  • Passion for sales and high service orientation
  • Dedicated commitment to success
  • Fluent German, good knowledge of English

We offer

  • New challenges
  • A supportive team
  • Development opportunities
  • Flexible working conditions, if possible
  • An inclusive culture that brings out the best in our employees

Job details

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