
Conseiller-ère Clientèle privée Affluent - Sierre (80-100%)
Are you a highly motivated and experienced individual with a passion for providing exceptional client service? Do you thrive in a fast-paced and dynamic environment? UBS is currently seeking a Conseiller-ère Clientèle privée Affluent for our Sierre location, with a workload of 80-100%. In this role, you will have the opportunity to work closely with our affluent clients, providing them with personalized financial solutions and building strong, long-lasting relationships. We are looking for someone with a strong understanding of private banking, excellent communication skills, and a drive to exceed expectations. If this sounds like you, we invite you to apply and join our team at UBS.
- Act as the primary point of contact for affluent clients at our Sierre location.
- Provide exceptional client service by understanding and anticipating client needs and delivering personalized financial solutions.
- Build and maintain strong, long-lasting relationships with affluent clients.
- Proactively identify and pursue new business opportunities with existing and potential clients.
- Stay up-to-date on market trends, products, and services in the private banking industry.
- Collaborate with internal teams to ensure smooth and efficient service delivery.
- Conduct regular client reviews and provide recommendations for enhancing their financial portfolio.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Ensure compliance with all regulatory and legal requirements.
- Continuously strive to exceed expectations and meet performance targets.
- Act as a brand ambassador for UBS and represent the company in a professional and positive manner.
- Maintain confidentiality and handle sensitive client information with the utmost discretion.
- Actively participate in team meetings and contribute to the overall success of the team.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Strong Knowledge Of Investment Products, Financial Markets, And Wealth Management Strategies.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Individuals.
Minimum Of 3-5 Years Of Experience In Private Wealth Management Or Related Field.
Proven Track Record Of Successfully Managing A Portfolio Of Affluent Clients.
Financial Planning
Relationship Management
Portfolio Management
Risk assessment
Client Relations
wealth management
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Wealth Preservation
Investment Advisory
Communication
Conflict Resolution
Leadership
Time management
creativity
Teamwork
collaboration
Active Listening
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Conseiller-ère Clientèle privée Affluent - Sierre (80-100%) in Sierre, Switzerland is between CHF 70,000 and CHF 100,000 per year. However, this can vary depending on the specific company, experience level, and industry. It is important to research and negotiate your salary based on your qualifications and the market rate for similar positions in the area.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
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.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started
