Private Client Advisor Affluent/Deputy Team Lead, Rheinfelden 80-100%

Switzerland - Northern Switzerland

Customer Advisory / Relationship Management

Personal & Corporate Banking

Tasks

Are you an enterprising, sociable personality? Do you perform at your best when you can advise customers using the latest technologies? Then please get in touch with us! We are looking for a colleague who has a flair for customer concerns and feels comfortable in the digital world. Through your expertise, you will be able to support the other team members as a deputy team leader and take on responsibility within the team.

And these are your core tasks:

• You manage and process your own client portfolio with investment and mortgage clients.
• You precisely capture the diverse needs of our customers and advise them competently.
• You have a strong sense for optimal solutions. This ensures long-term customer relationships and wins over new customers.
• 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.
• Possibility to take over the deputy position for the Affluent Team Leads Rheinfelden.

Automatic Job Code

340984BR

City

Rheinfelden

Job Type

Full-time, Part-time

The Career Comeback Program

We are open to applications from professional returners. More information about our program: ubs.com/careercomeback.

Team

You will work in the Rheinfelden/AG branch. We are a success-oriented and committed team with the motivation to walk the path of success together.
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. Additionally, you will take on the important function as a deputy team leader.

Skills and Experience

• Commercial training, ideally with further training in banking or finance
• Sound understanding in the areas of investments, mortgages, and retirement planning
• Knowledge of the local market and the ability to grow or build up a client portfolio
• Enjoyment in dealing with people, confident and professional appearance
• Passion for sales and high service orientation
• Committed effort towards the success of the entire team
• Fluent German, good 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. Therefore, 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 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. Therefore, 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, please feel free to contact us at any time (EN).

Contact Details

UBS Business Solutions SA
UBS Recruiting

Legal Notice

UBS is an equal opportunity employer. We respect all employees as individuals as well as the different cultures, perspectives, skills, and experiences of our staff.