Conseiller-ère Clientèle privée Affluent - Morat (80-100%)

Are you a skilled and experienced financial advisor looking for a new challenge? Do you have a passion for providing exceptional service to affluent clients? UBS is seeking a Conseiller-ère Clientèle privée Affluent to join our team in Morat on a part-time basis (80-100%). In this role, you will have the opportunity to work with a diverse portfolio of affluent clients, providing them with personalized financial advice and solutions. We are looking for a dynamic individual with strong financial acumen and a client-centric approach. If you are ready to take your career to the next level, we invite you to apply for this exciting opportunity.

1. Provide personalized financial advice and solutions to affluent clients.
2. Develop and maintain strong relationships with clients, understanding their individual financial goals and needs.
3. Conduct comprehensive financial analyses and create tailored financial plans for clients.
4. Stay up-to-date with market trends and financial products to provide clients with the most relevant and beneficial advice.
5. Collaborate with other team members and departments to ensure a seamless and efficient client experience.
6. Adhere to all regulatory and compliance guidelines and standards.
7. Act as a trusted advisor and advocate for clients, building their confidence and trust in UBS.
8. Proactively identify opportunities to grow and expand the affluent client base.
9. Conduct regular portfolio reviews and recommend adjustments as needed.
10. Continuously strive to exceed client expectations and provide exceptional service.
11. Stay informed on industry developments and trends to continuously improve skills and knowledge.
12. Act with integrity and uphold the values and reputation of UBS.

According to JobzMall, the average salary range for a Conseiller-ère Clientèle privée Affluent - Morat (80-100%) in Romandie, Switzerland is between CHF 80,000-100,000 per year. This range can vary depending on factors such as experience, education, and company size.

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.