Affluent Private Client Advisor Gstaad, 60-100%

Switzerland - Mittelland

Client Advisory / Relationship Management

Personal & Corporate Banking

Tasks

Are you an initiative, outgoing personality and do you perform at your best when advising clients with the help of the latest technologies?

Then please get in touch with us. We are looking for a colleague for our team in Gstaad who has a flair for the concerns of the international clientele in our tourist resort and feels comfortable in the digital world.

And these are your core tasks:

• After a comprehensive induction period, you will manage and process your own client portfolio with investment and mortgage clients.
• You will precisely capture the diverse needs of our clients and advise them competently.
• You have a pronounced sense for optimal solutions. In this way, you secure client relationships in the long term and score points with new clients.
• You actively approach your clients and create a client proximity that enables you to exploit further potential.
• 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

343894BR

City

Gstaad

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.

Team

You will work in the Gstaad 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, peak climbers and experienced professionals and look forward to new thoughts that additionally inspire us.

Diversity helps us to grow together. Therefore, we are committed to promoting and nurturing diversity, equal opportunity and inclusion. This strengthens our business and brings added value to our clientele.

Skills and Experience

• Commercial training, ideally with further training in banking or finance
• Sound understanding in the area of investments and mortgages
• Knowledge of the local market and ability to manage and expand a client portfolio
• Enjoyment in dealing with international, affluent clientele
• Proficiency in dealing with cultural and linguistic diversity as well as curiosity for technical progress and great openness to digitalization
• Passion for sales and high service orientation
• Committed effort for the success of the entire team
• Fluent German as well as good French and English skills are an advantage

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 different 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 on 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 center 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. Should you require support during our recruitment process, you can therefore contact us at any time (EN).

Contact Details

UBS Business Solutions SA
UBS Recruiting

Legal Notice

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.