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Private Client Advisor Affluent Bern, 80 - 100%

UBS

Employment type
Full-time
Location
Bern
First posted
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Switzerland - Mittelland Customer Advisory / Relationship Management Personal & Corporate Banking The Role Are you an enterprising, sociable personality? And do you perform at your best when advising 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. And these are your core tasks: • You capture the diverse needs of our customers precisely and advise them competently. • After comprehensive initial training, you will manage and process your own client portfolio with investment and mortgage clients. • 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 customers on our journey into the future: you encourage them to use our digital products and support them in doing so. Automatic Job Code 342260BR City Bern Job Type Full-time The Career Comeback Program We are open to applications from professionals returning to the workforce. More information about our program: ubs.com/careercomeback. Our Team You will work in the branch in the center of Bern. Support us and discover the possibilities at one of the world's leading financial institutions with strong Swiss roots. We are a team of specialists, high achievers, and experienced professionals and welcome new ideas that further inspire us. 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 customers. What we are looking for • Commercial training, ideally with further training in banking or finance • Knowledge and experience in building or expanding a client portfolio • Sound understanding in the areas of investments, mortgages, and retirement planning • 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 • Very good German and English skills About us UBS is a leading global wealth 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's 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. 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 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. That's why 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 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.

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