Affluent Private Client Advisor, Herisau

Switzerland - Eastern Switzerland

Customer Advisory / Relationship Management

Personal & Corporate Banking

Tasks

Are you an enterprising, sociable personality? And do you come into your element when advising customers with the help of the latest technologies?

Then please get in touch with us. To strengthen our team, we are looking for a female or male colleague who has a flair for customer 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 keen sense for optimal solutions. This allows you to secure customer relationships in the long term and score points with 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.

Automatic Job Code

342702BR

City

Herisau

Job Type

Full-time, Part-time

The Career Comeback Program

We are open to applications from career returners (male and female). More information about our program: ubs.com/careercomeback.

Team

You will work in the Private Client team at the Herisau branch. We are characterized by a great team spirit, conduct 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 effort towards 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. 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 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, 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 employer that promotes equal opportunity. We respect all employees as individuals as well as the different cultures, perspectives, skills, and experiences of our staff.