Official Specifications
Role Overview & Mandate
Executive Summary
United Kingdom Client advisory / Relationship management Global Wealth Management...
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United Kingdom
Client advisory / Relationship management
Global Wealth Management
Job Reference #
276421BR
City
London
Job Type
Full Time
Your role
Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? Do you have experience in bringing to bear the capabilities of a global bank (Wealth Management, Investment Bank and Asset Management) to meet the needs of UHNW clients?
We’re looking for a client advisor for UHNW clients to:
We’re looking for a client advisor for UHNW clients to:
- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues from UBS Wealth Management Investment Products and Solutions teams, as well as specialists from UBS Investment Bank and Asset Management
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- comply with all regulations, policies and standards to be in line with our risk management culture
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the Ultra High Net Worth (UHNW) team in London. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
- proven experience in relationship management, asset gathering and investments, ideally 8+ years working in a client-facing role in the UK
- self-motivated and able to develop a comprehensive business plan
- an ability to build strong client networks, with an entrepreneurial mind-set
- excellent communicator with great presentation skills
- firm grasp of global financial markets and UK regulatory frameworks
- resilient team player and truly service oriented
- highly organised and able to manage urgent and competing deadlines on a daily basis
- minimum RDR Level 4 qualified but a preference for Level 6
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?
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
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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.
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