Financial Planner/Pension Specialist WM Valais

Switzerland - Valais

Client Advisory / Relationship management

Global Wealth Management

Responsibilities

Are you an expert in financial planning? Do you know how to analyze the wealth situation of clients and then develop concrete solutions in this area while giving them visibility on their future? In order to strengthen our team, we are looking for a person who:

• provides personalized advice to clients of the Switzerland Wealth Management division regarding their retirement planning, in close collaboration with their relationship managers, investment specialists, and mortgage financing specialists;
• supports team leaders and client advisors in developing their client book and acquiring prospects;
• hosts client events to present the Wealth Planning activity and acquire new clients

IdDemandeAuto

341978BR

City

Sion

Job type

Full 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.

The team

You will work within a team based in Sion and advise clients residing in Valais from our Sion office in the field of pension and wealth advisory. Our team proactively supports client advisors and their clients in the field of Wealth Planning (pensions, taxation, and succession) and financial planning.

Diversity helps us grow, together. That is why we are committed to promoting and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Skills and experience

• Holder of a federal diploma of financial advisor or training deemed equivalent
• Successful professional experience of several years as a financial planner
• Ability to perform presentations before an audience, excellent rhetoric and communication skills.
• Native French speaker with excellent knowledge of English, German is an asset.
• Solid IT knowledge (MS-Office, professional tools in pensions) and above all a curiosity for digital tools.
• You know and respect current rules regarding Risk Management.
• Expert at understanding client needs and translating them into solutions and wealth structures. You have interpersonal skills with clients and experience in conducting client interviews

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 across 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. Would you like to know more? Visit ubs.com/careers.

Why choose us

At UBS, we know that it is our employees, with their skills, experiences, and diverse backgrounds, who are at the source of our continued 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 career. 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 possible 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.