UBS

Privatkundenberater(in) Affluent International Bodensee, 80-100%

UBS

Eastern Switzerland, 9107 Urnäsch, Switzerland
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

We are currently seeking a highly motivated and experienced Privatkundenberater(in) Affluent International Bodensee to join our team at UBS. In this role, you will have the opportunity to work with affluent international clients in the beautiful Bodensee region, providing them with personalized financial solutions and building long-lasting relationships. This is a challenging and rewarding position that requires a strong understanding of the financial industry, excellent communication skills, and a passion for delivering exceptional customer service. If you have a proven track record in wealth management and a desire to thrive in a dynamic and international environment, we would love to hear from you.

  1. Provide personalized financial solutions: As a Privatkundenberater(in) Affluent International Bodensee, your main responsibility will be to provide tailored financial solutions to affluent international clients in the Bodensee region. This will involve assessing their financial goals, risk tolerance, and current portfolio to create a customized plan that meets their needs.
  2. Develop and maintain relationships: Building and maintaining relationships with clients is essential in this role. You will be responsible for establishing trust and rapport with clients, understanding their needs and preferences, and providing ongoing support and guidance.
  3. Understand the financial industry: A strong understanding of the financial industry, including current market trends and regulations, is crucial in this role. You will be expected to keep up-to-date with industry developments and use this knowledge to provide informed advice to clients.
  4. Deliver exceptional customer service: Providing exceptional customer service is a key aspect of this role. You will be responsible for ensuring all client interactions are handled professionally and efficiently, and that their needs are met in a timely and satisfactory manner.
  5. Collaborate with team members: As part of the UBS team, you will be expected to collaborate with other team members, including wealth managers, bankers, and analysts, to provide comprehensive financial solutions to clients.
  6. Meet sales targets: As a Privatkundenberater(in) Affluent International Bodensee, you will be responsible for meeting sales targets set by the company. This will involve proactively identifying and pursuing new business opportunities, as well as nurturing existing client relationships to generate revenue.
  7. Maintain compliance: It is essential to adhere to all company and industry regulations and policies when providing financial solutions to clients. You will be responsible for ensuring all documentation and processes are in line with compliance standards.
  8. Represent UBS: As a representative of UBS, you will be expected to uphold the company's values and maintain a professional image at all times.
  9. Continuously develop knowledge and skills: The financial industry is
Where is this job?
This job is located at Eastern Switzerland, 9107 Urnäsch, Switzerland
Job Qualifications
  • Strong Understanding Of International Markets And Financial Products: A Privatkundenberater(In) Affluent International Bodensee At Ubs Must Have A Deep Understanding Of Global Markets And Financial Products, Including Equities, Bonds, Derivatives, And Currency Markets. This Is Important In Order To Provide Sound Financial Advice To Affluent Clients With International Investments.

  • Experience In Wealth Management: The Ideal Candidate Should Have At Least 3-5 Years Of Experience In Wealth Management, Preferably With Affluent Clients. They Should Have A Proven Track Record Of Managing And Growing Client Portfolios, As Well As Providing Comprehensive Financial Planning And Advisory Services.

  • Excellent Communication And Interpersonal Skills: As A Privatkundenberater(In) Affluent International Bodensee, The Ability To Communicate Effectively And Build Strong Relationships With Clients Is Crucial. The Candidate Should Be Able To Understand And Address The Unique Needs Of Affluent Clients, And Communicate Complex Financial Information In A Clear And Concise Manner.

  • Fluency In Multiple Languages: Given The International Focus Of The Role, Fluency In English And German Is A Must. Knowledge Of Other Languages Such As French, Italian, Or Spanish Would Be A Strong Asset, As It Would Allow The Candidate To Effectively Communicate With Clients From Different Countries.

  • Strong Analytical And Problem-Solving Skills: The Candidate Should Possess Strong Analytical Skills To Analyze Financial Data, Identify Trends, And Make Informed Investment Recommendations. They Should Also Be Able To Think Critically And Provide Creative Solutions To Complex Financial Challenges Faced By Affluent Clients.

Required Skills
  • Financial Planning

  • Relationship Management

  • Risk assessment

  • wealth management

  • Portfolio analysis

  • Asset allocation

  • Sales Strategy

  • Cross-Selling

  • Financial Literacy

  • Client Servicing

  • Investment Advisory

  • International Banking

Soft Skills
  • Communication

  • Conflict Resolution

  • Customer Service

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Privatkundenberater(in) Affluent International Bodensee, 80-100% in Eastern Switzerland, 9107 Urnäsch, Switzerland is approximately 90,000-120,000 Swiss francs per year. This may vary depending on the specific job responsibilities, experience, and qualifications of the individual. Other factors such as bonuses, benefits, and location may also impact the salary range. It is recommended to research the specific job market and negotiate a salary based on individual qualifications and market trends.

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 BeforeJuly 20th, 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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