Affluent Private Client Advisor, Kreuzlingen (80-100%)

Switzerland - Eastern Switzerland

Client Advisory / Relationship Management

Personal & Corporate Banking

Tasks

Are you an enterprising, sociable personality? And do you reach your peak performance when advising clients with the help of the latest technologies?

Then please get in touch with us. To strengthen our team, 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 clientele precisely and advise them competently.
• You have a strong sense for optimal solutions. This allows you to 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

341715BR

City

Kreuzlingen

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 Private Client team at the Kreuzlingen branch. We are characterized by great team spirit, operate the private client business with passion, and want to be the best choice for private clients in Switzerland.

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
• Knowledge of the local market and the ability to expand or build up a client portfolio
• Sound understanding in the areas of investments, mortgages, and retirement planning
• Joy in dealing with people, confident and winning appearance
• Passion for sales and high service orientation
• Committed involvement in the success of the entire team
• Fluent German and English

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 is possible that we will ask you to complete one or more placement 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, where possible, flexible working conditions. Our inclusive culture brings out the best in our employees, regardless of 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. If 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.