Job offer
Pension Specialist
UBS is seeking a pension specialist for the Basel region who, as a subject matter expert, will develop pension plans and support client advisors. The position requires several years of professional experience, analytical skills, and strong communication skills.
The role
Are you a proactive, independent, and entrepreneurial-minded person? Are you interested in a role in the pension sector that offers a high degree of autonomy and entrepreneurial freedom? Then you’ve come to the right place! The main responsibilities of this position include:- As a specialist, you will develop retirement planning strategies for our clients and support our client advisors
- As a retirement planning specialist for Personal Banking in the Basel region, you will develop comprehensive solutions for our clients, identify additional opportunities, and provide recommendations to our client advisors
- Close collaboration with customer advisors, branch managers, and regional managers in the Basel region
- Planning, organizing, and participating in client events, including speaking engagements, as well as maintaining active communication with all relevant stakeholders
- Coaching employees on their professional development in the area of retirement planning
What we wish for
We are looking for someone with:- several years of professional experience in a
- Training as a Financial Planner or Pension Advisor
- Availability within our region
- analytical approach and strong
- results-oriented and dedicated
- passionate networker
- A passion for continuous learning
- Proficiency in German; English
We offer
We offer comprehensive benefits in Switzerland and are passionate about putting our employees first by providing them with new challenges, a supportive team, opportunities for growth, and flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their careers.Job details