Job offer
Private Client Services / Relationship Management
The position of Client Advisor in Private Client Relationship Management at UBS in Basel involves managing a dedicated client portfolio, providing expert advice and finding optimal solutions for clients. The ideal candidate will have a commercial education, experience in the financial services sector and excellent 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 investments/financial services
- Sound understanding of investment and asset management
- Knowledge of the local market and local regulations
- Enjoy dealing with people,
- Sales enthusiasm and high service orientation
- Dedicated commitment to success
- Fluent German, good 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
Training opportunities powered by skillaware.