United Kingdom Job Openings
UBS
Client Advisor
London
FULL TIME
December 3, 2024
- establish long-term mutually beneficial relationships with clients with a focus on the UK HNW market targeting relationships with a minimum £5m investable wealth
- drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients
- ensure effective use of UBS’s world leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives
- work across the firm and ensure effective engagement with colleagues within GWM and IB/AM divisions to capture opportunities under our One Bank philosophy
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.
- relevant experience in financial services with an exposure to Wealth Management
- proven experience servicing clients in line with all relevant regulation, policy and standards
You are:
- minimum RDR level 4 qualified, but preference for level 6
- truly service oriented
- an excellent communicator, with great presentation skills
- a resilient team player
- highly organized and able to manage urgent and competing deadlines on a daily basis
We have a presence in all major financial centers in more than 50 countries.
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 #team UBS and make an impact?
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