Job offer
Wealth Planner
UBS is seeking a Wealth Planner for its Pension and Wealth Management division in Eastern Switzerland (St. Gallen) for a 30–100% position. The role involves providing client advice, conducting investment analysis, and managing relationships with existing and new clients.
Tasks
- Coaching employees on their professional development and on the topic of retirement planning
- Interacting with Customers
- Setting Up Client Accounts at UBS
- Administrative tasks such as invoicing, correspondence, reporting, etc.
- Support for Management
- Continuous monitoring of market trends
- Monitoring and Analysis of the Market and Competitive Landscape
- Development of new processes and the creation and implementation of customized concepts
- The division works with customers and clients
- Analyzing clients and investing in specific stocks and mutual funds
- Development, expansion, and execution of client and investment analyses
- Implementation and Execution of Client Strategies and Solutions
- Customer care and support for existing and new clients
- Collaboration with colleagues on the Prevention and Wealth Management teams
- Analysis and Presentation of Data and Solutions
- Document Creation and Presentation
Skills and Experience
- Several years of professional experience at a bank or insurance company as a customer service representative with in-depth knowledge
- Training as a Financial Planner
Job details
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