UBS

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

UBS

Sierre, Switzerland
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

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.

  1. Act as the primary point of contact for affluent clients at our Sierre location.
  2. Provide exceptional client service by understanding and anticipating client needs and delivering personalized financial solutions.
  3. Build and maintain strong, long-lasting relationships with affluent clients.
  4. Proactively identify and pursue new business opportunities with existing and potential clients.
  5. Stay up-to-date on market trends, products, and services in the private banking industry.
  6. Collaborate with internal teams to ensure smooth and efficient service delivery.
  7. Conduct regular client reviews and provide recommendations for enhancing their financial portfolio.
  8. Effectively communicate complex financial concepts to clients in a clear and understandable manner.
  9. Ensure compliance with all regulatory and legal requirements.
  10. Continuously strive to exceed expectations and meet performance targets.
  11. Act as a brand ambassador for UBS and represent the company in a professional and positive manner.
  12. Maintain confidentiality and handle sensitive client information with the utmost discretion.
  13. Actively participate in team meetings and contribute to the overall success of the team.
Where is this job?
This job is located at Sierre, Switzerland
Job Qualifications
  • 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.

Required Skills
  • Financial Planning

  • Relationship Management

  • Portfolio Management

  • Risk assessment

  • Client Relations

  • wealth management

  • Asset allocation

  • Retirement planning

  • Estate Planning

  • Tax Planning

  • Wealth Preservation

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • collaboration

  • Active Listening

  • Adaptability

  • Problem-Solving

Compensation

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.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeJune 9th, 2026
This job posting is from a verified source. 
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About UBS

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.

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