Consulente Clientela Privata Retail, Lugano (80-100%)
Are you a talented and driven individual with a passion for providing exceptional service to clients in the retail sector? Do you thrive in a fast-paced and dynamic environment? If so, UBS has an exciting opportunity for you as a Consulente Clientela Privata Retail in Lugano! In this role, you will have the opportunity to work with a diverse portfolio of clients and utilize your expertise to provide tailored financial solutions. We are seeking a highly motivated and client-centric professional with a strong understanding of the retail market. If you have a proven track record of success in a similar role and possess excellent communication and relationship-building skills, we encourage you to apply for this role. Join our team at UBS and take the next step in your career as a Consulente Clientela Privata Retail.
- Develop and maintain strong relationships with retail clients in Lugano
- Provide personalized financial advice and solutions to clients based on their individual needs and goals
- Stay up-to-date on market trends and developments in the retail sector to better serve clients
- Collaborate with colleagues and experts to deliver comprehensive and innovative solutions to clients
- Proactively identify and pursue opportunities to grow the retail client base
- Ensure compliance with all regulations and internal policies
- Act as a brand ambassador for UBS, promoting our services and value proposition to clients
- Continuously strive to enhance the client experience and exceed expectations
- Maintain accurate and thorough client records and documentation
- Contribute to team and company-wide initiatives and projects as needed
- Uphold a high level of professionalism and ethical standards in all interactions with clients and colleagues.
Bachelor's Degree In Finance, Business Administration, Or A Related Field.
Minimum Of 3-5 Years Of Experience In Private Banking Or Wealth Management.
Strong Knowledge Of Financial Products And Services, Particularly In The Retail Sector.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High-Net-Worth Clients.
Fluency In English, Italian, And Other Languages Spoken In The Lugano Region.
Risk Management
Financial Planning
Product knowledge
Relationship Management
Portfolio Management
Market analysis
wealth management
Sales Strategy
Customer Acquisition
Client
Client Servicing
Investment Advisory
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
Interpersonal Skills
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Consulente Clientela Privata Retail, Lugano (80-100%) in Lugano, Switzerland is between CHF 60,000 and CHF 80,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company or industry the individual is working in.
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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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