Privatkundenberater/in Retail, Wallisellen, 80%

Welcome to UBS, a global leader in wealth management and financial services. We are currently seeking a highly motivated and dedicated individual to join our team as a Privatkundenberater/in Retail in Wallisellen on an 80% basis. As a Privatkundenberater/in, you will have the opportunity to work closely with our clients, providing expert advice and guidance on their financial needs. We are looking for a candidate with a strong background in banking and finance, as well as excellent communication and interpersonal skills. If you are passionate about delivering exceptional service and helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity at UBS.

1. Provide exceptional customer service to clients, building and maintaining strong relationships.
2. Offer expert advice and guidance to clients on their financial needs, including investments, savings, and wealth management.
3. Meet with clients to assess their financial situation and develop personalized financial plans.
4. Stay up-to-date on market trends and changes in the financial industry to provide informed recommendations to clients.
5. Proactively identify opportunities to upsell or cross-sell UBS products and services to clients.
6. Collaborate with colleagues and other departments to ensure a seamless and efficient client experience.
7. Adhere to all regulatory and compliance standards in all interactions with clients.
8. Continuously strive to improve client satisfaction and retention by addressing any concerns or issues promptly and effectively.
9. Meet and exceed performance targets and contribute to the overall success of the team and UBS.
10. Maintain accurate and updated client records and documentation.
11. Act as a brand ambassador for UBS, promoting our products, services, and values.
12. Keep abreast of competitor products and services, and provide feedback to management on market trends and opportunities.
13. Contribute to the development and implementation of new strategies and initiatives to improve client satisfaction and business growth.
14. Attend training and development programs to enhance knowledge and skills in banking and finance.
15. Uphold the highest standards of professionalism, integrity, and ethical behavior in all interactions with clients and colleagues.

According to JobzMall, the average salary range for a Privatkundenberater/in Retail, Wallisellen, 80% in 8304 Wallisellen, Switzerland is between CHF 80,000 and CHF 100,000 per year. This may vary depending on the individual's skills, experience, and the specific company they are working for.

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.