UBS

Kundenberaterin/Kundenberater Privatkunden Affluent, Visp 80 - 100%

UBS

Valais, Switzerland
Full-TimeDepends on ExperienceEntry LevelHigh school or equivalent
Job Description

Are you a dynamic and customer-focused individual with a passion for banking and finance? Do you thrive in a fast-paced, client-facing environment? If so, we have an exciting opportunity for you as a Kundenberaterin/Kundenberater Privatkunden Affluent at UBS in Visp. In this role, you will be responsible for providing personalized financial solutions to affluent clients, helping them achieve their financial goals and building long-lasting relationships. We are looking for someone with a strong background in banking and sales, excellent communication skills, and a customer-centric mindset. Join our team and take your career to the next level with one of the world's leading banks.

  1. Provide exceptional customer service to affluent clients, building and maintaining strong relationships.
  2. Understand clients' financial needs and goals, and offer personalized financial solutions.
  3. Educate clients on UBS products and services, and recommend appropriate solutions.
  4. Achieve sales targets and contribute to the overall growth of the bank.
  5. Conduct in-depth financial analyses and present recommendations to clients.
  6. Stay up-to-date on industry and market trends to provide relevant and timely advice to clients.
  7. Collaborate with other team members to ensure seamless service delivery to clients.
  8. Maintain accurate and up-to-date client records and documentation.
  9. Adhere to all regulatory and compliance policies and procedures.
  10. Continuously seek opportunities to enhance the client experience and improve processes.
  11. Act as an ambassador for UBS, promoting the bank's values and brand.
  12. Keep track of industry developments and incorporate them into daily interactions with clients.
  13. Conduct regular performance evaluations and provide feedback to clients.
  14. Attend training sessions and professional development opportunities to enhance knowledge and skills.
  15. Participate in team meetings and contribute ideas to improve team performance and efficiency.
Where is this job?
This job is located at Valais, Switzerland
Job Qualifications
  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients.

  • Bachelor's Degree In Finance, Business, Or Related Field.

  • Minimum Of 2-3 Years Of Experience In Private Banking Or Wealth Management.

  • Strong Knowledge Of Financial Products And Services, Particularly In Affluent Client Segments.

  • Fluency In German And English, With Additional Languages Preferred.

Required Skills
  • Communication Skills

  • Financial Planning

  • Networking

  • customer service

  • Portfolio Management

  • Risk assessment

  • Market analysis

  • Client Relationship Management

  • Problem-Solving

  • wealth management

  • Sales Techniques

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

  • Decision-making

Compensation

According to JobzMall, the average salary range for a Kundenberaterin/Kundenberater Privatkunden Affluent, Visp 80 - 100% in Valais, Switzerland is between CHF 70,000 and CHF 90,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company and industry the individual is employed in.

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 LanguagesGerman
Job PostedApril 22nd, 2025
Apply BeforeJune 21st, 2025
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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