Privatkundenberater/in Affluent/Stv. Teamlead, Rheinfelden 80-100% — UBS

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Full description

Key responsibilities Are you an initiative, sociable personality? Are you at your best when you can advise customers with the help of the latest technologies? Then contact us! We are looking for a colleague who has a flair for the concerns of customers and feels comfortable in the digital world. Through your expertise, you are able to support the other team members as deputy team leader and take responsibility within the team.

And these are your core tasks

  • You manage and process your own customer portfolio with investment and mortgage clients.
  • You capture the versatile needs of our customers precisely and advise them competently.
  • You have a strong sense of optimal solutions. This ensures long-term customer relationships and scores with new customers.
  • When consulting, you also rely on innovative tools and apps. So you take the customer on our journey into the future: you encourage them to use our digital products and support them.
  • Possibility to take over the deputy of the team leaders Affluent Rheinfelden.

Your Career Comeback We are open to applications from returnees. More information about our program: ubs.com/careercomeback .

The team You work at the Rheinfelden/AG office. We are a success-oriented and committed team with the motivation to walk the path of success together. Diversity helps us to grow together. That is why we are committed to promoting and nurturing diversity, equal opportunities and inclusion. This strengthens our business and adds value to our customers. In addition, you will assume the important function as deputy team leader.

Your skills and experience

  • Commercial education, ideally with further training in banking or finance
  • Sound understanding of investments, mortgages and pensions
  • Knowledge of the local market and the ability to build or build a customer portfolio
  • Joy in dealing with people, safe and professional appearance
  • Sales passion and high service orientation
  • Dedicated commitment to the success of the entire team
  • Flowing German, good knowledge of English

About us UBS is a leading global asset manager and the leading universal bank in Switzerland. We also offer diversified solutions in asset management and focused skills in investment banking. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets worldwide. We know that great work is never done alone. That is why we put cooperation at the heart of everything we do. Together we are more than just ourselves. Want to know more? Visit ubs.com/careers.

How we hire We may ask you to conduct one or more placement tests during the application process. Find out more about it (EN)

Join us At UBS, we know that our employees, with their different skills, experiences and backgrounds, make our success. We are passionate about putting our employees first by offering them new challenges, a supportive team, development opportunities and, where possible, flexible working conditions. Our inclusive culture brings the best out of 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. That is why cooperation is at the heart of our action. Together we are stronger. We are committed to the inclusion of people with disabilities and strive to make our application process accessible to everyone. If you need support during our recruitment process, you can therefore contact us at any time.

Contact Details UBS Business Solutions SA UBS recruitment

Disclaimer / Policy statements UBS is an employer that promotes equal opportunities. We respect all employees as individuals as well as different cultures, perspectives, skills and experiences of our staff.

Job details

  • Company: UBS
  • Position: Privatkundenberater/in Affluent/Stv. Teamlead, Rheinfelden 80-100%
  • Location: Rheinfelden, Aargau
  • Salary: CHF 103'500 - 159'500 (source unverified)
  • Sector: Finanza / Banca
  • Posted on: 2026-09-03
  • Expired on: 2026-10-13

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