Client Advisor Affluent Moutier

Switzerland - French-speaking Switzerland

Client advisory / Relationship management

Personal & Corporate Banking

The function

Do you have a sociable personality? Do you take initiative? Are you motivated when advising clients on new technologies?

Then get in touch with us. We are looking for a colleague who has a flair for client expectations and feels comfortable in the digital world.

And here are your main tasks:

• you precisely identify client needs and advise them competently.
• you have a keen sense of optimal solutions. With this, you guarantee long-term client relationships and score points with new clients.
• in your advice, you rely on innovative tools and applications. As a result, you take our clientele on our journey towards the future: you encourage them to use our digital products and invest in them.

IdDemandeAuto

340573BR

City

Moutier

Job type

Full time, Part time

The 'Career Comeback' program

We are open to applications from people returning to the labor market. Here is more information about our program: ubs.com/careercomeback.

Our team

You will work within a dynamic and client-oriented affluent team composed of Affluent CAs.

What we want

• commercial training, ideally supplemented by training in banking or finance
• knowledge of the local market and the ability to create or develop a client portfolio
• in-depth knowledge in the fields of investments, mortgages, and pension planning
• pleasure with human contact, a confident and winning attitude
• passion for sales and a strong orientation towards service
• active commitment to the success of the whole team
• good level of English necessary (C1)

About us

UBS is a global leader in wealth management and the leading universal bank in Switzerland. We also offer diversified asset management solutions and specialized investment banking services. Based in Zurich, Switzerland, UBS is present in more than 50 markets around the world.
We know that great achievements are never made alone. That is why we place collaboration at the heart of all our actions. Together, we are more than the sum of our individualities. Do you want to know more? Visit ubs.com/careers.

How we recruit

We may ask you to complete one or more assessments during the application process. Learn more (EN)

Why choose us

At UBS, we know that it is our employees, with their diverse skills, experiences, and backgrounds, who are at the heart of our continuous success. We are passionate about prioritizing our employees, 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, wherever they are in their professional journey. Also, we integrate artificial intelligence (AI) to work smarter and more efficiently. We also know that excellent work is never achieved alone. That is why collaboration is at the heart of everything we do. Because together, we are stronger.
We are committed to the inclusion of people with disabilities, and we do everything we can to make our application process accessible to everyone. Therefore, if you need 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 offers the same professional opportunities to everyone. We thus respect everyone's culture and promote the development, perspectives, skills, and experience of our employees.