Company: UBS Investment Bank
Location: London, United Kingdom
Employment Type: Full-time and Part-time
Description:
reqid
309613
hotjob
No
siteid
5012
gqid
1923
jobreqlanguage
1
lastupdated
29-Aug-2024
Job Reference #
303430BR
Business Divisions
Global Wealth Management
Your role
Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales with a “can do” attitude. Are you a team player?
We’re looking for a Client Advisor who can help us deliver the best of UBS to our clients.
This exciting position provides an excellent opportunity for a talented individual to play an active role in servicing UK resident non-domiciled clients within UBS Global Wealth Management. In this role, you will be a key team member, ensuring a superior client experience.
• build, establish and grow client relationships.
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams.
• have a plan to develop the client book with measurable outcomes.
• keep accurate and up-to-date… records on client investor profiles.
• take a strategic view of clients’ investments and closely monitor their portfolio quality.
• comply with all regulations, policies and standards to be in line with our risk management culture
Title
Client Advisor
City
St. Helier
Job Type
Full Time
Country / State
United Kingdom
Function Category
Client advisory / Relationship management
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?
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.
Your team
You’ll be working in the Wealth Management team in Jersey. 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.
Your expertise
• proven experience in relationship management, asset gathering and investments, ideally at least five years working in a client-facing role in UK resident non-domiciled market.
• minimum RDR level 4 relevant qualification (securities paper inclusive), but preference for level 6
• strong network and a firm grasp of both the UK & Jersey markets and regulatory frameworks
• a highly motivated driven team player and truly service oriented, who is highly organised and able to manage urgent and competing deadlines on a daily basis
• an excellent communicator
• ability to build strong client networks, with an entrepreneurial mind-set
About us
UBS is the world’s largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback
Source: Totaljobs
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