Client Advisor Executives & Entrepreneurs WM Bern

Switzerland - Plateau Client consulting / Relationship management Global Wealth Management The function Do you give your best when it comes to advising entrepreneurs and executives in a holistic manner, while developing and maintaining long-term relationships? Are you passionate about business successions, asset structuring, investment advice, and financing? Do you like working in interdisciplinary teams on stimulating issues? Then we look forward to your contact. We are looking for, to follow up our segment "Executive & Entrepreneurs", a new colleague who will support us in the following tasks: • Establish a trust partnership and develop a mutual understanding between you and your clients, experienced entrepreneurs and executives • Manage and continuously develop a client portfolio • Define a structured consulting process as well as the most suitable contractual agreements for each client, based on their needs, objectives, and expectations • Propose high-quality investment solutions in close collaboration with other team members, as well as advise in partnership with Wealth Management and Wealth Planning specialists (financial planning, taxation, legal aspects) • Develop a strategic plan for client portfolio development, including measurable measures • Respect all regulations, guidelines, and standards to contribute to an effective risk culture IdDemandeAuto 339527BR City Biel / Bienne Type of post Full-time, Part-time Our team You will work within the Wealth Management in Bern, in the Executive & Entrepreneurs team, which accompanies our clients in the Bienne region and its surroundings. Your main place of work will be Bienne. We are a diverse team composed of specialists and front officers, who attach as much importance to success as to pleasure at work. What we want • Several years of local or regional experience in bank client consulting • Experience in the corporate segment or in Wealth Planning is an asset • University degree or equivalent level of education desired • In-depth expertise in financial products and services • Passion for sales and acquiring new clients • Strong service orientation and ability to offer remarkable consulting experiences • Excellent communication and presentation skills • Ease in culturally and linguistically diverse environments, curiosity about technological advances, and openness to digitalization • Current mastery of German and French, English is an asset 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 over 50 markets around the world. We know that great achievements are never accomplished alone. That's why we put 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's our employees, with their skills, experiences, and diverse backgrounds, who are the reason for our continued success. We are passionate about prioritizing our employees, offering them new challenges, a solid team, development opportunities, and, when possible, flexible working conditions. Our inclusive culture brings out the best in our employees, wherever they are in their career path. We also integrate artificial intelligence (AI) to work smarter and more efficiently. We also know that excellent work is never done alone. That's 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 to make our application process accessible to all. 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 each person's culture and promote the development, perspectives, skills, and experience of our employees.