Wealth Planner und Vorsorgespezialist/in, St. Gallen, 80-100% — UBS
- Location
- Zürich
- Contract
- Full-time
- Posted
- 55 days ago
Full description
Key responsibilities Are you a proactive, independent and entrepreneurial person? Does an activity in the field of prevention attract you with a high level of personal responsibility and entrepreneurial freedom? Would you like to build this area together with us in the Basel region? Then you are right with us!
The main responsibilities of this position include
- As a specialist, you create the provision planning for our customers and support our customer consultants
- As a person responsible for personal banking in the Eastern Switzerland region, you develop holistic solutions for our customers, identify additional potential and make recommendations for action for our customer advisors.
- Close cooperation with customer consultants, as well as managers and market area managers in the Eastern Switzerland region
- Planning, organization and participation in customer events, including acting as a speaker, as well as a lively exchange with all relevant stakeholders
- Coaching of employees in their further development around the topic of prevention
Your Career Comeback We are open to applications from returnees. More information about our program: ubs.com/careercomeback .
The team 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.
Become an important support for our customer consultants in the Eastern Switzerland region. We are passionate about retail banking! Our goal is also to be the first choice for our private customers in Switzerland. Become part of our team and discover your opportunities at one of the world’s leading financial institutions with strong Swiss roots.
Your skills and experience
- Several years of professional experience in a bank or insurance company as a customer consultant with in-depth knowledge in the field of pension provision
- Completed training as a financial planner
- Willingness to travel within our Eastern Switzerland region to our customers and our offices
- analytical working methods and strong interest in prevention and financial products
- results-oriented, committed and focused on the essentials
- Passionate networker and fun in customer consulting
- Enjoyment of continuous further education and a self-assured appearance
- fluent German as well as other national languages and/or English of advantage
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.
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.
Questions about this listing
What salary does UBS offer for this role?
UBS lists CHF 68'500 - 105'000 gross per year for this position in Zürich. This is the salary published in the original listing — the calculator on this site converts it to your actual net take-home once cross-border tax and social contributions are applied.
Is this a full-time role, and what type of contract does UBS offer?
This listing is a full-time position. The contract type shown here comes directly from the employer's original posting; always confirm exact hours, notice period and probation length with UBS during the application process, since these details can vary by role even within the same contract category.
Do I need a cross-border work permit for a role in Zürich?
EU/EFTA citizens living in an EU/EFTA state can apply for a G permit and can work anywhere in Switzerland: border zones no longer apply to them, and they must return home at least once a week. The Swiss employer files the request with Canton Zürich's migration office after the contract is signed. Processing times vary by canton, so confirm the specifics with Zürich's cantonal migration office or with HR during the application.
How do I apply for this position at UBS?
Use the "Apply now" button on this page — it links directly to UBS's original listing at jobs.ubs.com, so your application goes straight to the employer's own applicant-tracking system. Frontaliere Ticino does not collect or forward applications itself.
