Job description
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City
Job Type
Your role
A UBS Execution Only Client Advisor is responsible for acquiring and building new client relationships.
- develop prospects and new clients from existing UBS relationships, directly or via established networks by leveraging the UBS brand.
- create individual Wealth Management relationships based on an understanding of client needs, both initially and on an ongoing basis, and then facilitate execution of investment decisions to meet the client needs, using the worldwide UBS resources. Throughout working closely with Product and Financial Planning specialists.
- study these changing client needs, both individually and by segment, in addition to market trends/developments
- work collaboratively with other Client Advisors and Product Specialists
Your team
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
- previous experience working in a private bank
- knowledge of market and banking operation systems and products
- level 4 IAD qualification or higher
- experience in dealing with private clients and advisers
- strong academic background
- an organised and detail oriented approach to work
- an ability to work calmly under pressure
About us
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us
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