Job offer

Remote Advisor

UBS is looking for a Remote Advisor to provide video advice to high net worth clients in the areas of investments and pension products. The ideal candidate will have experience in advising and selling investment and pension products and have a sound understanding of these areas.

The role

Do you feel at home advising customers and are you attracted by the digital possibilities? Do you have a convincing sales flair and use your negotiating skills in a targeted manner? Then Remote Sales & Advice - our UBS video consulting service at home - is the right place for you!

We are looking for experienced Remote Advisors who would like to surprise our wealthy clients with professional video advice in the areas of investments and pension products.

The demand for video advice is growing continuously. Customers appreciate the convenience of personal advice via remote by being able to communicate with the bank from any location.

  • As a passionate Remote Advisor, you will focus entirely on the advisory and sales process for investments and pension products.

What we wish for

  • Experience in advising/sales of investment and pension products (ideally also as a private client advisor Affluent)
  • Sound understanding in the areas of investments and pensions
  • Leadership for sales and a high level of service orientation
  • Enjoy dealing with people, confident and winning demeanor
  • Routine in the efficient use of IT tools
  • Hands-on mentality, team player

We offer

At UBS, we support flexible working models if the role allows it. This includes different working models, such as part-time, job sharing or hybrid working (in the office and from home).

Our purpose, our corporate culture and our global infrastructure help us to work together in an agile way while meeting all customer needs.

Job type

Full-time, part-time

Job details

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