Senior Sales Client Advisor Cards 100% (w/m/d)

Our Team
To strengthen our team in the area of Sales Commercial Cards & Travel & Expense (T&E), we are looking for a sales-strong, pragmatic and customer-oriented personality with sound experience in banking or a banking environment. In this role, you will manage a defined corporate client portfolio in the Zurich area, further develop card and T&E programs and make a direct contribution to growth, efficiency and customer satisfaction. If you enjoy B2B sales, data-based consulting and modern card/T&E solutions, you have come to the right place.

The Role * active management and further development of a defined corporate client portfolio in the area of card and T&E solutions

• Planning and execution of customer visits, advisory meetings and reviews (on-/off-site and remote)
• Analysis of customer needs, expense and travel processes as well as card usage data to identify potentials
• Advising on corporate cards, T&E and additional solutions (virtual cards, central billing, reporting)
• Use of CRM, reporting and analytics tools to identify and target sales opportunities
• Coordination of implementations, program setups, limit adjustments and service cases with internal departments
• Active promotion of the use of digital card and T&E tools (portals, apps, self-service)
• Ensuring compliance with KYC, risk, compliance and card-specific guidelines
• Documentation of customer interactions, opportunities and closures in the relevant systems
• Contributing market and customer feedback for the further development of our card and T&E offering
• Additional responsibility: Timely assumption of the deputy role for the group management

What we want * 3–5 years of relevant experience in card, T&E or corporate banking sales with demonstrable sales and advisory experience

• preferably professional experience in banking or a banking environment
• strong sales and advisory competence in the B2B environment as well as enjoyment in developing long-term customer relationships
• sound understanding of corporate cards, T&E and settlement solutions or the willingness to learn quickly and in depth
• strong analytical skills and confident handling of key figures (volume, usage, yield, travel expense data)
• structured, independent and solution-oriented way of working with high quality standards
• high integrity, risk awareness and compliance orientation
• high resilience and commitment to performance with a good understanding of processes
• very good communication and presentation skills in German (C2) and English (at least C1); further languages an advantage
• high affinity for digital tools (MS Office, especially PowerPoint and Excel; ideally CRM and specialist systems)

Our Offer

• attractive employment conditions with extensive benefits
• flexible working models (part-time, hybrid working, job sharing)
• central location with good transport connections and internal parking spaces
• a modern, agile working environment with space for ideas, innovation and co-creation
• an open corporate culture with a focus on cohesion, development and appreciation

Our Culture
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. We use artificial intelligence (AI) to work smarter and more efficiently and also know that great work is never done alone. Therefore, collaboration is also at the center of our actions, because together we are stronger! j4id10398685a j4it0938a j4iy26a