Client Advisor - Regions Birmingham, England
UBS
Full Time
Birmingham, England
10.56 - 12.04 GBP Today
Job description
United Kingdom
Client advisory / Relationship management
Global Wealth Management
Job Reference #
269838BR
City
Birmingham, Manchester, Newcastle upon Tyne
Job Type
Full Time
Your role
Are you at your best when serving clients and building long-term relationships? Are you looking to build a career in Wealth Management?
We’re looking for a client advisor for HNW/UHNW clients in one of our regional offices (Manchester, Birmingham, Newcastle, Edinburgh) to:
We’re looking for a client advisor for HNW/UHNW clients in one of our regional offices (Manchester, Birmingham, Newcastle, Edinburgh) to:
- establish long-term mutually beneficial relationships with clients with a focus on the UK HNW market
- keep accurate, up-to-date client documentation on an ongoing basis
- manage and grow a book of clients
- comply with all regulation, policies and standards, contributing to an effective risk 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 High Net Worth (HNW) / Ultra High Net Worth (UHNW) team in Newcastle.
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.
The UK HNW desk forms part of the UK Domestic Wealth Management business.
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.
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.
The UK HNW desk forms part of the UK Domestic Wealth Management business.
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
You have:
You are:
- proven experience in relationship management, asset gathering and investments, ideally 5 years working in a client-facing role in the regions
- relevant experience in financial services with an exposure to Wealth Management
- a keen interest in financial products and services
- a firm grasp of financial markets and regulatory frameworks
- proven experience servicing clients in line with all relevant regulation, policy and standards
You are:
- RDR level 4 qualified
- 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
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.
