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UBS · United States

# Planificateur financier/spécialiste prévoyance WM Valais

United States Finance & Accounting 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5049&PageType=JobDetails&jobid=349423&frmSiteId=5012)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Planificateur financier/spécialiste prévoyance WM Valais

## Job description

Vous êtes un(e) expert(e) dans la planification financière? Vous savez analyser la situation patrimoniale des clients puis élaborer des solutions concrètes en la matière tout en leur donnant de la visibilité sur leur avenir? Afin de renforcer notre équipe, nous recherchons une personne qui:
- conseille de manière personnalisée les clients de la division Wealth Management Suisse en matière de planification de leur retraite, en collaboration étroite avec leurs gestionnaires, les spécialistes en investissement et en financement hypothécaire;
- soutient les responsables d'équipe et les conseillers à la clientèle dans le développement de leur client book et l'acquisition de prospects;
- anime des évènements clients pour présenter l’activité du Wealth Planning et acquérir de nouveaux clients

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5049&PageType=JobDetails&jobid=349423&frmSiteId=5012)

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