
Conseiller-ère Clientèle privée Affluent - Sion (80 -100%)
At UBS, we believe in providing personalized and exceptional service to our clients, especially those who are part of our affluent private clientele. We are currently seeking a dedicated and experienced Conseiller-ère Clientèle privée Affluent to join our team in Sion. In this role, you will have the opportunity to work with high net worth individuals and provide them with tailored financial solutions to meet their specific needs. If you have a passion for building meaningful relationships and a strong background in wealth management, we invite you to apply for this exciting opportunity. Join us and be a part of a dynamic and collaborative team that is committed to delivering excellence in client service.
- Build strong and lasting relationships with affluent private clients.
- Understand the unique financial needs and goals of each client and provide personalized solutions.
- Utilize knowledge and expertise in wealth management to offer tailored financial advice and services.
- Manage a portfolio of high net worth clients and ensure their satisfaction with UBS services.
- Keep up-to-date with market trends and industry developments to continuously enhance service offerings.
- Collaborate with team members and other departments to provide a seamless and holistic client experience.
- Maintain strict confidentiality and adhere to all regulatory and compliance guidelines.
- Act as an ambassador of UBS and promote the company's values and mission.
- Continuously strive to exceed client expectations and meet or exceed performance targets.
- Participate in networking and business development efforts to attract new affluent clients to UBS.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Strong Understanding Of Financial Markets And Investment Products.
Minimum Of 3-5 Years Of Experience In Private Banking Or Wealth Management.
Excellent Communication And Relationship-Building Skills.
Fluent In French, German, And English.
Financial Planning
Relationship Management
Client Service
Investment Strategy
Portfolio Management
Risk assessment
Market analysis
wealth management
Asset allocation
Retirement planning
Estate Planning
Tax Planning
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Critical thinking
Teamwork
Adaptability
Problem-Solving
Cultural Sensitivity
According to JobzMall, the average salary range for a Conseiller-ère Clientèle privée Affluent - Sion (80 -100%) in Sion, Switzerland is between CHF 80,000 and CHF 120,000 per year. This may vary depending on factors such as the specific company, the candidate's experience and qualifications, and the current market conditions.
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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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