Private client advisor in Affluent (with Stv function), miles 80-100 % — UBS
- Location
- Ticino
- Contract
- full-time
- Posted
- Yesterday
Role overview
Are you an initiative, sociable personality?
And are you at your best when you advise customers with the help of the latest technologies?
You manage and process your own customer portfolio with investment, pension and mortgage customers.
- Are you an initiative, sociable personality?
- And are you at your best when you advise customers with the help of the latest technologies?
Description
Are you an initiative, sociable personality? And are you at your best when you advise customers with the help of the latest technologies?
- You manage and process your own customer portfolio with investment, pension and mortgage customers.
- They capture the versatile needs of our customers precisely and advise them competently.
- They have a strong sense of optimal solutions. This ensures long-term customer relationships and scores with new customers.
- You actively approach your customers and create a customer proximity that allows you to exploit further potential.
- In your consulting, you also rely on innovative tools and apps. This is how you take your customers on our journey into the future: you encourage them to use our digital products and support them in doing so.
This page consolidates the key details of the listing and presents them in a structured format for cross-border candidates targeting Ticino.
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