Private Client Advisor Affluent

Responsibilities

• Identify and precisely capture the diverse needs of clients to provide competent financial advice.
• Manage and develop an individual client portfolio consisting of investment and mortgage clients.
• Secure long-term client relationships and acquire new clients by providing optimal financial solutions.
• Utilize innovative digital tools, apps, and technologies to enhance the advisory process and encourage client adoption of digital products.

Requirements

• Commercial training, ideally supplemented by further education in banking or finance.
• Proven experience in building or managing a client portfolio.
• Sound understanding of investments, mortgages, and retirement planning.
• Strong interpersonal skills with a professional and confident demeanor.
• High level of service orientation and a passion for sales.
• Fluency in both German and English.

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.