
Client Advisor Saint Helier
Job description
Job Reference #
City
Job Type
Your role
We’re looking for a client advisor for the Jersey Private Clients team to:
- build, establish and grow client relationships, with a focus on the local Fiduciary market
- 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
Your Career Comeback
Your team
Your expertise
- proven experience with relationship management, asset gathering and investments within the local Fiduciary market - ideally 10 years + experience
- minimum RDR level 4 relevant qualification, but preference for level 6
- strong network and a firm grasp of the Jersey market and regulatory frameworks
- an excellent communicator
- resilient team player and truly service oriented, who is highly organised and able to manage urgent and competing deadlines on a daily basis.
About 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?
How we hire
Join us
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?
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