Remote Advisor, Private Clients Affluent, Basel (80 - 100%)

Are you a skilled financial advisor with a passion for serving affluent clients? Do you thrive in a remote work environment and have a strong understanding of private banking? If so, we have an exciting opportunity for you to join our team at UBS as a Remote Advisor for Private Clients Affluent in Basel. In this role, you will have the opportunity to provide personalized financial advice and services to our affluent clients, helping them achieve their financial goals. We are seeking a highly motivated and experienced individual with a strong background in private banking and a commitment to delivering exceptional client service. Join us in this remote position and be a part of a dynamic and reputable global organization.

1. Provide personalized financial advice and services to affluent clients remotely through various communication channels.
2. Conduct thorough financial analyses and develop comprehensive financial plans for clients in accordance with their goals and risk tolerance.
3. Manage and grow a portfolio of affluent clients by building strong relationships and delivering exceptional client service.
4. Stay informed of market trends, investment products, and financial regulations to ensure up-to-date and accurate advice for clients.
5. Collaborate with internal teams, such as wealth management and investment banking, to provide holistic financial solutions to clients.
6. Utilize strong understanding of private banking to identify and address potential risks and opportunities for clients.
7. Continuously expand knowledge and expertise in the financial industry to stay competitive and provide the best possible service to clients.
8. Maintain accurate and organized client records and documentation in compliance with company policies and regulations.
9. Act as a brand ambassador for UBS, representing the company's values and mission to clients and stakeholders.
10. Embrace a remote work environment and utilize technology effectively to efficiently manage client relationships and tasks.

According to JobzMall, the average salary range for a Remote Advisor, Private Clients Affluent, Basel (80 - 100%) in Northwestern Switzerland, Switzerland is between CHF 80,000 and CHF 120,000 per year. This can vary depending on factors such as experience, qualifications, and the specific company or organization the individual is 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.