Kundenberater/-beraterin Privatkunden Affluent
Are you looking for a challenging and rewarding career in the banking industry? Do you have a passion for providing exceptional customer service and building long-lasting relationships with clients? If so, then we have the perfect opportunity for you. UBS is currently seeking a Kundenberater/-beraterin Privatkunden Affluent to join our team. As a Kundenberater/-beraterin, you will play a crucial role in delivering personalized financial solutions to our affluent clients. We are looking for a driven and dynamic individual with a strong understanding of the financial industry and a dedication to meeting the needs of our clients. If this sounds like you, continue reading for more information on this exciting opportunity.
- Provide exceptional customer service to affluent clients, ensuring their needs are met and exceeded.
- Build and maintain strong relationships with clients to understand their financial goals and needs.
- Offer personalized financial solutions to clients, utilizing knowledge of banking products and services.
- Conduct in-depth financial consultations with clients to assess their current financial situation and propose appropriate solutions.
- Meet and exceed sales targets by actively promoting and selling banking products and services to clients.
- Keep up-to-date with industry trends and changes in banking regulations to provide accurate and relevant financial advice.
- Collaborate with other team members to ensure a seamless and efficient client experience.
- Act as a brand ambassador for UBS, representing the company in a professional and positive manner at all times.
- Maintain accurate and detailed client records and documentation in compliance with company policies and procedures.
- Continuously strive to improve customer satisfaction and loyalty through excellent service and relationship management.
Bachelor's Degree In Finance, Economics, Or A Related Field.
Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Strong Relationships With Clients.
Minimum Of 3-5 Years Of Experience In Private Banking Or Wealth Management.
Proven Track Record Of Successfully Managing And Growing A Portfolio Of Affluent Clients.
In-Depth Knowledge Of Financial Products And Services, Including Investments, Banking, And Insurance.
Communication Skills
Financial Planning
customer service
Portfolio Management
Risk assessment
Client Relationship Management
Problem-Solving
wealth management
Sales Strategy
Time
Investment Analysis
Financial 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 Kundenberater/-beraterin Privatkunden Affluent in Mittelland District, Switzerland is between CHF 100,000 to CHF 130,000 per year. However, this can vary depending on factors such as experience, qualifications, and the specific company or industry.
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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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