Client Advisor Wealth Management Service Line (60-100%)
Job Reference #
- be responsible for answering and executing single-handed client requests via phone and other channels, take care of general banking services, stock market orders, payments, and respective coordination of client meetings for our client advisors
- be proactively contacting Wealth Management clients
- be guiding and explaining our digital offerings to our clients
- provide top-notch services to our Wealth Management clients
- comply with all regulations, guidelines and standards, contributing to an effective risk culture
- work occasionally in another UBS’s building in Switzerland to develop your internal network
- several years of experience as a client advisor assistant in Wealth Management, client advisor at a bank branch or any equivalent position with client experience
- profound knowledge of banking services and products as well as solid investment and transaction know-how
- excellent communication and written skills in Spanish and English. Any other national and international language such as French, Portuguese, Russian, Arabic are assets
- communicative, motivated and team spirit oriented
- able to assess new ideas, provide implementable solutions and see it through
- autonomous, resilient, reliable and responsible
- results-oriented, quality obsessed and efficiency oriented
- eager to work in a dynamic and demanding work environment which is constantly changing
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