WM1 Client Advisor - Private Clients London, England
UBS
Full Time
London, England
10.56 - 12.04 GBP Today
Job description
United Kingdom
Client advisory / Relationship management
Global Wealth Management
Job Reference #
281517BR
City
London
Job Type
Full Time
Your role
Are you a dynamic relationship manager who delivers an exceptional client experience? Are you a proven risk manager?
We're looking for a client advisor to:
We're looking for a client advisor to:
- manage an existing portfolio of clients, monitoring investment plans and liquidity for cash needs, and building long-term relationships
- deliver excellence in execution for client queries and transactions
- keep accurate and up-to-date records on client investor profiles
- comply with all regulations, policies and standards, contribute 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 Private Clients team in London. As a client advisor you'll play an important role in building and maintaining client relationships.
Your expertise
- minimum RDR level 4 qualified, but preference for level 6
- 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 the 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..
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
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.
