Affluent Private Client Advisor, Zollikon 80-100%

Switzerland - Zürich Client Advisory / Relationship Management Personal & Corporate Banking The Role Are you an enterprising, outgoing personality and do you perform at your best when advising clients using the latest technologies? Then please get in touch with us. We are looking for a colleague who has a flair for client concerns, feels comfortable in the digital world, and takes on the following tasks: • You manage and process your own client portfolio with investment, pension, and/or mortgage clients. • You capture the diverse needs of our clients precisely and advise them competently. • You have a strong sense for optimal solutions. This secures client relationships in the long term and wins over new clients. • You actively approach your clients and create a client proximity that enables you to tap into further potential. • In your advisory, you also rely on innovative tools and apps. In this way, you take clients 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 339888BR City Zollikon Job Type Full-time Our Team You will work in the Affluent team in Zollikon. 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 the promotion and cultivation of diversity, equal opportunity, and inclusion. This strengthens our business and brings added value to our clients. What we want • 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 field of investments is required • joy in dealing with people, confident and professional appearance • passion for sales and high service orientation • committed engagement for the success of the entire team • fluent German, as well as 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 Zürich, 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 placement tests during the application process. Find out 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. Therefore, 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 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.