Job offer

Private Client Advisor

UBS is looking for a private client advisor for its team in Gstaad who will advise clients using the latest technologies and manage their own portfolio of investment and mortgage clients. The ideal candidate will be a proactive, outgoing individual with commercial training and experience in dealing with international clients.

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 to join our team who has a flair for the needs of international customers in our tourist destination 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 create customer proximity, which enables you to exploit 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.

Requirements

That's what we want:
  • Commercial training, ideally a sound understanding of the field.
  • Knowledge of the local market.
  • Enjoy working with international customers.
  • Proficiency in dealing with cultural and linguistic diversity, as well as an affinity for technological advances and a high degree of openness to digitalization.
  • Passion for sales and strong service orientation.
  • Committed to ensuring our customers' success.
  • Fluent German and good knowledge of French.

We offer

We are passionate about putting our employees 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 in their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Job details

© 2025 House of Skills by skillaware. All rights reserved.
Our website uses cookies to make navigation easier for you and to analyze the use of the site. You can find more information in our privacy policy.