Wealth Management Front Support Office Client Advisor 40-100%

Job Reference

242978BR

City

Zürich

Your role

Do you strive for further career development within UBS Wealth Management? Are you looking for an opportunity to combine work and family life? Are you confident in handling international clientele and are you profound in multiple languages? Do you appreciate clear and projectable working hours and intend to further develop into a client facing role in the future?
We offer respective next steps for your professional career and interesting part-time vacancies.

Through the implementation of a new service and advisory model within UBS Wealth Management, clients will continue to be covered by their personal client advisor but also to be serviced by our Wealth Management Service Line.
Due to continuous expansion of our model and communication channels, we are looking for motivated and committed employees for our units who support the client advisors in the execution of their daily tasks (Inbound Team), freeing-up time by scheduling meetings with their clients (Outbound Team) or act as a specialist for all our digital Wealth Management offerings (Digital Agents).

You will either:

• 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 (Inbound)
• be proactively contacting Wealth Management clients on different campaigns (Outbound)
• be guiding and explaining our digital offerings to our clients (Digital Agent)

Your team

You will be working in UBS Wealth Management Service Line team in Zürich. We will provide you with a modern working environment and are a dynamic, inspiring and communicative team who strives for mutual support and close collaboration with other UBS Wealth Management Service Line teams in other locations.

All our units collaborate closely across all disciplines as well as with our internal stakeholders in order to facilitate prompt client requests and settlements.

Your expertise

• completed apprenticeship or traineeship in banking with experiences in client advising roles in retail or wealth management (Inbound)
• alternatively several years of experience as a client advisor assistant in Wealth Management (Inbound Team)
• profound knowledge of banking services and products as well as solid investment and transaction know-how (Inbound Team)
• technical affinity to cope with different IT programs and communication channels (Inbound, Outbound and Digital Agents)
• excellent communication skills in multiple languages (Swiss national and additional language such as English, Spanish, Portuguese or Russian) to effectively interact with international clients and different internal stakeholders (Inbound, Outbound, Digital Agents)
• communicative, motivated and team oriented
• able to assess new ideas, provide implementable solutions and see it through
• independent, resilient, reliable and responsible
• eager to work in a dynamic and demanding work environment which is constantly changing

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills, at UBS we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.