Affluent Private Client Advisor, Wil (80-100%)
- Employment type
- Full-time
- Location
- Wil
- First posted
Switzerland - Eastern Switzerland
Client Advisory / Relationship Management
Personal & Corporate Banking
The Role
Are you an enterprising, sociable personality? And do you come into your prime when advising clients with the help of the latest technologies?
Then please get in touch with us. We are looking for a colleague who has a flair for client concerns and feels comfortable in the digital world.
And these are your core tasks:
• You capture the diverse needs of our clients precisely and advise them competently.
• You have a strong sense for optimal solutions. In this way, you secure client relationships in the long term and score points with new clients.
• In your advisory, you also rely on innovative tools and apps. In this way, you take the clientele with you on our journey into the future: you encourage them to use our digital products and support them in doing so.
Automatic Job Code
341471BR
City
Wil
Job Type
Full-time, Part-time
The Career Comeback Program
We are open to applications from career returners. More information about our program: ubs.com/careercomeback.
Our Team
You will find us at the Wil branch. Support us and discover the possibilities at one of the world's leading financial institutions with strong Swiss roots. We are a team of specialists, high achievers, and experienced professionals, and we welcome new ideas that further inspire us.
Diversity helps us to grow together. Therefore, we are committed to promoting and maintaining diversity, equal opportunity, and inclusion. This strengthens our business and brings added value to our clientele.
What we desire
• Commercial training, ideally with further training in banking or finance
• Knowledge and experience in developing or building up a client portfolio
• Sound understanding in the areas of investments, mortgages, and retirement planning
• Joy in dealing with people, confident and professional appearance
• Passion for sales and high service orientation
• Committed effort for the success of the entire team
• Very good German and English skills
About us
UBS is a leading global asset manager and the leading universal bank in Switzerland. We also offer diversified solutions in Asset Management and focused capabilities in Investment Banking. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets worldwide.
We know that great work is never done alone. That is why we place collaboration at the center of everything we do. Because together we are more than just ourselves. Would you like to learn more? Visit ubs.com/careers.
How we hire
It may be that we ask you to complete one or more assessment tests during the application process. Learn more about it (EN)
This is us
At UBS, we know that our employees, with their diverse skills, experiences, and backgrounds, make up our success. We are passionately committed to putting our employees first by offering them new challenges, a supportive team, development opportunities and, if possible, flexible working conditions. Our inclusive culture brings out the best in our employees, no matter where they are in their career path. And we use artificial intelligence (AI) to work smarter and more efficiently. We also know that great work is never done alone. That is why collaboration is at the heart of our actions. Because together we are stronger.
We are committed to the inclusion of people with disabilities and strive to make our application process accessible to all. Therefore, if you require support during our recruitment process, you can contact us at any time (EN).
Contact details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an employer that promotes equal opportunity. We respect all employees as individuals as well as the different cultures, perspectives, skills, and experiences of our staff.
Automatically translated from the original.
Posted 6 days ago