Job offer
Private customer care
UBS is looking for an initiative and outgoing personality for Private Client Services in Aargau/Solothurn, who will advise clients using the latest technologies and manage their own client portfolio. The position involves providing expert advice to clients, processing client portfolios and using innovative tools and apps.
The role
Are you a proactive, outgoing personality? And do you thrive on advising customers using 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
- They understand the diverse needs of our customers precisely and advise them competently.
- After a comprehensive induction, you will manage and process your own client portfolio with a focus on mortgage clients.
- 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 on our journey into the future: You encourage them to use our digital products and support them in doing so.
What we wish for
- Commercial training, ideally as a businesswoman
- At least 3 years of experience as a customer and financial advisor
- Knowledge and experience in customer service
- Sound understanding of investment and financial products
- Enjoy dealing with people
- Passion for sales and high service orientation
- Committed to the success of UBS
- Very good knowledge of German and English
We offer
At UBS, we recognize that our people, with their diverse skills, experience and backgrounds, are the key to our success. We are passionate about putting our people 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 on their career path. 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
- Job type: Full-time
- Location: Switzerland - Aargau / Solothurn
- Area of expertise: Client Advisory / Relationship Management, Personal & Corporate Banking
Job details