Job offer
Private Client Advisor
The position of Private Client Advisor at UBS in Central Switzerland involves providing competent advice to clients using the latest technologies and securing long-term client relationships. The ideal candidate will have a commercial education, a passion for sales and a high level of service orientation.
Job description
The role
Are you a proactive, outgoing personality? And do you thrive on advising customers with the help of the latest technologies?
We are looking for a colleague who has a flair for customer concerns and feels comfortable in the digital world.
Core tasks
- 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 products and support them in doing so.
Requirements
- Commercial training, ideally
- Ability to fill out a customer portfolio
- Passion for the banking business with people, with factual topics
- Enjoy dealing with people, a passion for sales and a high level of service orientation
- Dedicated commitment to success
- Fluency in German and English
We offer
- Flexible working models if the role allows it (part-time, job sharing or hybrid working)
- Support for personal and professional development
- An open and dynamic working environment
Job details
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