WM1 Client Advisor - Private Clients

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:

  • 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.

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.

WM1 Client Advisor - Private Clients
UBS

www.ubs.com
Zürich, Switzerland
Sergio P. Ermotti
$10+ billion (USD)
10000+ Employees
Company - Public
Investment & Asset Management
Finance
1862
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