Wealth Planner and Pension Specialist, Central Switzerland, 80-100%

Switzerland - Central Switzerland Client Advisory / Relationship Management Personal & Corporate Banking The Role Are you a proactive, independent and entrepreneurial person? Are you attracted by an activity in the field of pensions with high personal responsibility and entrepreneurial freedom? Would you like to build this area together with us in Central Switzerland? Then you have come to the right place! The main responsibilities of this position include: • As a specialist, you will create pension planning for our clients and support our client advisors • As the pension responsible for Personal Banking in the Central Switzerland region, you will develop holistic solutions for our clients, identify additional potential, and provide recommendations for action to our client advisors. • Close cooperation with client advisors, as well as branch managers and market area managers in the Central Switzerland region • Planning, organization, and participation in client events, including appearing as a speaker, as well as active exchange with all relevant stakeholders • Coaching employees in their professional development regarding the topic of pensions Automatic job code 341846BR City Lucerne, Zug Job Type Full-time, Part-time The Career Comeback Program We are open to applications from professional returners. More information about our program: ubs.com/careercomeback. Our Team Diversity helps us 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 clients. Become an important pillar for our client advisors in the Central Switzerland region. We operate retail banking with passion! Our goal is to also be the first choice in pensions for our private clients in Switzerland. Become part of our team and discover your opportunities with one of the world's leading financial institutions with strong Swiss roots. What we desire - several years of professional experience in a bank or insurance company as a client advisor with sound knowledge in the field of pensions • Completed training as a financial planner • Willingness to travel within our Central Switzerland region to our clients and our branches • Analytical way of working and a strong interest in pension and financial products • Result-oriented, committed, and focused on the essentials • Passionate networker and enjoys client advisory • Enjoyment of continuous further training as well as a confident appearance • Fluent German as well as another national language and/or English is an advantage 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. 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 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 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.