Private Client Advisor Affluent

Responsibilities

• Identify and precisely capture the diverse needs of clients to provide competent advice.
• Manage and grow a personal client portfolio consisting of investment and mortgage clients following a comprehensive onboarding period.
• Develop optimal financial solutions to ensure long-term client relationships and attract new customers.
• Promote and support the use of innovative digital tools, apps, and banking products to guide clients through digital transformation.

Requirements

• Commercial training, ideally supplemented by further education in banking or finance.
• Strong understanding of investments, mortgages, and retirement planning.
• High level of service orientation and a passion for sales.
• Professional demeanor with a strong ability to interact with people.
• Fluency in both German and English.
• A collaborative mindset and commitment to team success.

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We offer diversified solutions in Asset Management and focused capabilities in Investment Banking. With headquarters in Zurich, UBS is present in more than 50 markets worldwide, driven by a culture of collaboration and excellence.