Private Client Advisor Affluent & Deputy Branch Manager, Basel Neubad, 80-100%

Switzerland - Northern Switzerland

Client Advisory / Relationship Management

Personal & Corporate Banking

Tasks

Are you an enterprising, sociable personality? And do you reach your peak performance when advising clients using the latest technologies?

Then please get in touch with us. We are looking for a colleague who has a flair for client concerns and feels comfortable in the digital world. Through your expertise, you will be able to support other team members as a Deputy Branch Manager and take on responsibility within the team.

And these are your core tasks:

• You precisely capture the diverse needs of our clients and advise them competently.
• After a comprehensive induction period, you will manage and process your own client portfolio with investment and mortgage clients.
• You have a strong sense for optimal solutions. This allows you to secure client relationships in the long term and score points with new clients.
• In your advisory, you also rely on innovative tools and apps. In this way, you take clients on our journey into the future: you encourage them to use our digital products and support them in doing so.

Automatic Job Code

342746BR

City

Basel

Job Type

Full-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 in the Basel Neubad branch. 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 we welcome new ideas that further inspire us. Additionally, you will take on the important function of Deputy Branch Manager.

Diversity helps us 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 clients.

Skills and Experience

• 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 of interacting with people, confident and professional appearance
• Passion for sales and high service orientation
• Committed effort toward the success of the entire team
• Very good German and English skills

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. That is 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 assessment 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, where 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. That is 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 everyone. Therefore, should you require support during our recruitment process, you can contact us at any time (EN).

Contact Details

UBS Business Solutions SA
UBS Recruiting

Legal Notice

UBS is an equal opportunity employer. We respect all employees as individuals as well as the different cultures, perspectives, skills, and experiences of our staff.