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