Client Advisor Affluent Basel Aeschenvorstadt, 80 - 100%

Switzerland - Northern Switzerland

Customer Advisory / Relationship Management

Personal & Corporate Banking

Tasks

Are you an enterprising, sociable personality? And do you perform at your best when advising customers with the help of 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:

• After a comprehensive induction period, you will manage and process your own client portfolio with investment and mortgage clients.
• You capture the diverse needs of our customers precisely and advise them competently.
• You have a strong sense for optimal solutions. In this way, you 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

342031BR

City

Basel

Job Type

Full-time, Part-time

The Career Comeback Program

We are open to applications from career returners. More information about our program: ubs.com/careercomeback.

Team

You will work at the Aeschenvorstadt branch. 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 promoting and fostering diversity, equal opportunity, and inclusion. This strengthens our business and brings added value to our customers.

Skills and Experience

• Commercial training, ideally with further training in banking or finance
• Sound understanding in the area of investments is required
• Knowledge of the local market and ability to expand or build a customer portfolio
• Enjoyment in dealing with people, confident and professional appearance
• Passion for sales and high service orientation
• Committed effort for the success of the entire team
• Fluent German, good 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 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. 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, 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. 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 everyone. Should 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.