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Financial Planner London, England
Job description
Job Reference #
City
Job Type
Your role
Global Wealth Management provides comprehensive financial services to wealthy private clients around the world. Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.
Responsibilities
- understand clients' long-term financial objectives
- provide holistic financial planning advice to clients
- provide a high level of technical expertise and client service
- build strong relationships with the clients, client advisors and other stakeholders
- attend client meetings alongside the client advisors
- preparation and completion of meeting notes and follow ups
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
- Chartered Financial Planner and appropriate exams to act as a Pensions Transfer Specialist – e.g. G60 or equivalent
- A good deal of previous experience as a financial planner for high net worth and ultra high net worth clients with diverse backgrounds and professions
- excellent technical knowledge in every area of financial planning
- ability to work through complex situations with clients and explain clearly and concisely
- very good sales expertise and strong commercial focus
- strong risk focus and excellent understanding of the regulatory environment
- knowledge of cashflow modelling software would be desirable
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?
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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