Private Client Advisor Affluent, Zollikon/Küsnacht 80-100%

Switzerland - Zürich

Customer Advisory / Relationship Management

Personal & Corporate Banking

Tasks

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

Then please get in touch with us. We are looking for a colleague who has a flair for the concerns of customers, feels comfortable in the digital world and takes on the following tasks:

• You manage and process your own client portfolio with investment, pension and/or mortgage clients.
• You capture the diverse needs of our customers precisely and advise them competently.
• You have a keen sense for optimal solutions. This allows you to secure customer relationships in the long term and score points with new customers.
• You actively approach your customers and create a customer proximity that enables you to exploit further potential.
• In your advisory, you also rely on innovative tools and apps. In this way, you take the clientele with you on our journey into the future: you encourage them to use our digital products and support them in doing so.

Automatic Job Code

343364BR

City

Zollikon

Job Type

Full-time

The Career Comeback Program

We are open to applications from professionals returning to the workforce. More information about our program: ubs.com/careercomeback.

Team

You will work in the Affluent team in Zollikon. 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 clientele.

Skills and Experience

• Commercial training, ideally with further training in banking or finance
• Knowledge of the local market and ability to expand or build up a client portfolio
• Sound understanding in the area of investments is required
• Enjoyment in dealing with people, confident and professional appearance
• Passion for sales and high service orientation
• Committed dedication to the success of the entire team
• Fluent German, as well as 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 Zürich, 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, no matter where they are on 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 all. 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 employer that promotes equal opportunity. We respect all employees as individuals as well as the different cultures, perspectives, skills and experiences of our staff.