Job offer

Private Client Advisor

The position of Private Client Advisor at UBS in Northern Switzerland involves supporting and advising clients in the area of Personal & Corporate Banking using the latest technologies. The ideal candidate will have a commercial education, experience in investment and financing as well as strong communication skills.

The role

Are you a proactive, outgoing person? And do you thrive on advising customers with the help of the latest technologies? Then get in touch with us. We are looking for a colleague who has a flair for customer concerns and feels at home in the digital world.

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 rely on innovative tools and apps for 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 in the area of systems
  • Sound understanding of investment and financing
  • Knowledge of the local market and financial services
  • Enjoy dealing with people
  • Passion for sales and high service orientation
  • Committed to the success of UBS
  • 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
  • Cooperation at the heart of our business

Job details

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