Conseiller-ère Clientèle privée Affluent

Responsibilities

• Identify client needs precisely and provide competent financial advice
• Develop and maintain long-term client relationships through optimal solution finding
• Promote and encourage the use of innovative digital tools, apps, and products
• Contribute to the success of the local advisory team in Sierre

Requirements

• Commercial training, ideally supplemented by a background in banking or finance
• Deep knowledge of investments, mortgages, and pension planning
• Strong knowledge of the local market and ability to develop a client portfolio
• Sales-oriented mindset with a strong focus on service and human contact
• Confident, proactive attitude and a passion for digital banking solutions

About the Company

UBS is a leading global wealth manager and the principal universal bank in Switzerland. We offer diversified asset management solutions and specialized investment banking services. Based in Zurich, UBS operates in over 50 markets worldwide, placing collaboration and inclusion at the heart of everything we do.