Affluent Client Advisor (with Deputy Function), Meilen 80-100% — UBS

Description

Are you an initiative, outgoing personality? And do you thrive when advising clients using the latest technologies?

• You manage and handle your own client portfolio with investment, retirement, and mortgage clients.
• You accurately capture the diverse needs of our clients and advise them competently.
• You have a keen sense for optimal solutions. This secures long-term client relationships and impresses new clients.
• You actively reach out to your clients and create a closeness that allows you to tap into further potential.
• In your advisory role, you also rely on innovative tools and apps. This way, you take clients 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 Zurigo.

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