
Posted 5 hours ago
Remote Advisor Mortgages Affluent
UBS
Requirements
sales and advisory personality, banking apprenticeship or equivalent commercial training, local experience in mortgage acquisition and advisory, fluency in French and English, digital advisory skills via video telephony
Skills
BankingSales
About the role
Responsibilities
- Attract new clients and encourage them to secure their mortgages with UBS
- Provide attractive financing solutions tailored to client needs
- Manage and support credit files from initial request to closing for partner brokers
- Advise clients on new digital services related to mortgages and real estate
- Build and strengthen professional networks by participating in internal and external stakeholder events
- Drive client enthusiasm from the first point of contact through to the final signature
Requirements
- Sales and advisory-oriented personality
- Completed banking apprenticeship or equivalent commercial training
- Local experience in mortgage acquisition, advisory, and execution
- Fluency in both French and English
- Proficiency in digital advisory via video telephony
- Proactive approach to stakeholder management and process improvement
Preferred Qualifications
- Additional language skills beyond French and English
- Experience working in agile and dynamic team environments
Benefits
- Flexible working hours and the possibility to work from home
- Opportunity to work in a modern office with state-of-the-art infrastructure
- Continuous professional development and opportunities to evolve within UBS
- Inclusive culture that values diverse backgrounds and experiences
About the Company
UBS is a leading global wealth manager and the principal universal bank in Switzerland. Based in Zurich, UBS operates in more than 50 markets worldwide, offering diversified asset management and specialized investment banking services.
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UBS · Sion
