Job description

United Kingdom

Client advisory / Relationship management

Global Wealth Management

Job Reference #

278423BR

City

London

Job Type

Full Time

Your role

Do you want to maximize the benefits of a global franchise for the good of your clients? Do you have a proven track record in providing personalized investment advice?

We’re looking for an Investment Advisor to:

manage a portfolio of International U/HNW clients
provide proactive strategic and tactical investment advice across all asset classes
create and implement investment proposals according to the client’s risk profile, objectives and our CIO views
ensure smooth execution of day-to-day trading activities and client queries
perform regular portfolio reviews and portfolio health checks
comply with all regulatory, policy and quality standards, contributing to an effective risk culture

Your team

You’ll be working in the Investment Advisory team in London focusing on International U/HNW clients. As an Investment Advisor, you’ll provide cross-asset investment advice in a portfolio context, perform trade executions and continually monitor clients' portfolio performance.

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

proven experience in relationship management, asset gathering and investments, ideally 5+ years working in a client-facing role working with International clients and various tax profiles (NRND, RND, RDD)
ideally the candidate should already hold the required regulatory exam (RE5)
a good understanding of the product set required within the U/HNW segment
UK financial markets and regulatory framework
ability to build strong client networks, with an entrepreneurial mind-set

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?

How we hire

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?

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?

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.

Investment Advisor | UBS - Experienced professionals - job boards