Job offer
Customer service specialist / Relationship management
As a Relationship Manager in Global Wealth Management, you will be responsible for supporting clients in complex situations and working with them to develop customized solutions. You will provide advice, particularly in the area of estate planning, and develop global solutions for private and high-net-worth clients.
La fonction
- Are proactivity and a sense of service among your qualities? Are you passionate about legal advice, particularly in estate planning? Together with our advisors and clients, you enjoy interacting with clients in complex situations to develop personalized solutions. As part of our team, you will be able to:
- Developing global succession solutions for our private and wealthy clients
- advising senior executives, heads of companies and entrepreneurs to develop sound legal solutions in collaboration with specialists in taxation, placement, credit and financial planning
- Work proactively and in close collaboration with our managers to support them in the development of their client portfolios and encourage them to acquire new prospects
- Participate in ongoing training, professional seminars and client events
Ce que nous souhaitons
- Degree from a Swiss university or equivalent
- Professional experience in the fields of succession, matrimonial and successoral law in a demanding and dynamic environment
- Very good writing skills and/or
- Very good knowledge of French
- Vaste connaissance des outils informatiques
- Vous travaillez de manière autonome
- You have experience in co-design
- Additional experience in the legal field is a plus.
Pourquoi nous choisir
- At UBS, we know that it is our employees, with their skills, experience and diverse backgrounds, who are at the origin of our continued success.
- We are passionate about giving priority to our employees by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions.
- Our inclusive culture allows us to make the best of our employees, wherever they are in their professional careers.
- We are also integrating artificial intelligence (AI) to work smarter and more efficiently.
- We also know that an excellent job is never realized alone. That's why collaboration is at the heart of everything we do.
- Car ensemble, nous sommes plus forts.
Job details