Client Advisor - Affluent Desk, Birmingham

Job description

City

Birmingham
Job Type

Full Time
Country / State

United Kingdom
Function Category

Client Advisors/Relationship Managers
What we offer

Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.

Why UBS? Video
Take the next step

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.

Your team

You'll be working in the UK Affluent team out of our Birmingham office, reporting in to the UK Affluent Desk Head in London. We service clients with invested assets of up to £2m with a focus on Discretionary and Limited Advice led management. We support Client Advisors through relevant industry exams (PCIAM Level 4) and provide the training necessary to become fully established as a UBS Client Advisor.

The UK Affluent desk forms part of the UK Domestic Wealth Management business.
About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Desired profile

Your experience and skills

You have:
– relevant (although not necessarily Front Office) experience in financial services, preferably with an exposure to Wealth Management
– a keen interest in financial products and services
– a firm grasp of financial markets and regulatory frameworks
– proven experience servicing clients in line with all relevant regulation, policy and standards

You are:
– 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
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