Privatkundenberater/in Affluent, Oerlikon 80-100% — UBS
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Full description
Key responsibilities Are you an initiative, sociable personality and are you at your best when you advise customers with the help of the latest technologies?
Please contact us. We are looking for a colleague who has a flair for the concerns of the customer, feels comfortable in the digital world and takes on the following tasks:
- You look after and process your own customer portfolio with investment, pension and/or 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 customers on our journey into the future: you encourage them to use our digital products and support you in doing so.
Your Career Comeback We are open to applications from returnees. More information about our program: ubs.com/careercomeback .
The team You work in the team Affluent Zürich Oerlikon. 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.
Your skills and experience
- Commercial education, ideally with further training in banking or finance
- Knowledge of the local market and ability to build or build a customer portfolio
- Well-founded understanding in the area of investments is required
- 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, as well as good English skills
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 International 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, Oerlikon 80-100%
- Location: Zürich, Zürich
- Salary: CHF 83'000 - 127'500 (source unverified)
- Sector: Finanza / Banca
- Posted on: 2026-10-14
- Expired on: 2026-10-23
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