Remote Advisor

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 are you able to use your negotiating skills in a targeted manner? Then Remote Sales & Advice - our UBS video advice center - 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. Clients appreciate the convenience of personal advice via remote, allowing them 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.

Our team

You will work in the Remote Advisory & Sales team, which is dynamic and agile. We are based in Zurich.

What we wish for

• Experience in advising/sales of investment and pension products (ideally as a private client advisor Affluent)
• Sound understanding in the areas of investments and pensions
• Passion 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
• Ability to structure complex issues quickly and well for our customers
• Fluent German (language skills)

This is us

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, culture and global infrastructure help us to collaborate in an agile way while meeting all client needs.

Job type

• Full-time, part-time