Financial Planner/Provisional Specialist WM Valais — UBS

Role overview

Key responsibilities Are you an expert in financial planning? Do you know how to analyze the heritage situation of clients and then develop concrete solutions in this area while giving them visibility about their future? To strengthen our team, we are looking for someone who:

• Personally advises the customers of the Wealth Management Switzerland Division in the planning of their retirement, in close collaboration with their managers, investment and mortgage finance specialists;
• supports team leaders and customer advisors in developing their client book and acquiring prospects;
• animates customer events to present the activity of the Wealth Planning and acquire new customers

Your Career Comeback We are open to applications from people returning to the labour market. Here is more information about our program: ubs.com/careercomeback .

The team You will work with a team based in Sion and advise customers with a residence in Valais of our office in the area of foresight and heritage advice. Our team proactively supports client advisors and their clients in the areas of Wealth Planning (foresight, taxation and succession) and financial planning.

Diversity helps us grow together. That is why we are committed to promoting and advancing diversity, equity and inclusion. It strengthens our business and brings value to our customers.

Your skills and experience

• Holder of a federal financial adviser certificate or equivalent training
• Successful multi-year professional experience as a financial planner-age
• Ability to make presentations to an audience, excellent rhetoric and sense of communication.
• French mother tongue with excellent English skills, German is an asset.
• Strong computer skills (MS-Office, professional tools in foresight) and above all a curiosity for digital tools.
• You know and respect the current Risk Management rules.
• Expert in understanding client needs and translating them into solutions and heritage structure. You have an understanding of customers and experience in conducting customer interviews

About us UBS is a world leader in wealth management and the leading universal bank in Switzerland. We also offer diversified asset management solutions and specialized investment banking services. Based in Zurich, Switzerland, UBS is active in more than 50 markets around the world. We know that great achievements are never alone. That is why we place collaboration at the heart of all our actions. Together, we are more than the sum of our individualities. Want to know more? See you at ubs.com/careers .

Join us At UBS, we know that it is our collaborators, with their various skills, experiences and experiences, who are responsible for our continued success. We are passionate about giving priority to our employees, offering them new challenges, a team of solidarity, development opportunities and, where possible, flexible working conditions. Our inclusive culture highlights the best of our employees, wherever they are in their career paths. Also, we integrate artificial intelligence (AI) to work in a smarter and more efficient way. We also know that excellent work is never done alone. That is why collaboration is at the heart of everything we do. Because together we are stronger. We are committed to the inclusion of people with disabilities, and we are making every effort to make our application process accessible to all. Therefore, if you need support during our recruitment process, you can contact us at any time (EN).

Contact Details UBS Business Solutions SA UBS Recruitment

Disclaimer / Policy statements UBS offers all the same professional opportunities. We respect everyone's culture and foster the development, perspectives, skills and experience of our employees.

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