Client Advisor - Ultra High Net Worth

Job description

Your role

You will be responsible for acquiring and building important new client relationships. You will develop prospects directly or via established networks by leveraging the UBS brand. You will create individual Wealth Management relationships based on an understanding of client needs both initially and on an ongoing basis and then apply innovative solutions to meet the client needs, using the worldwide UBS resources and open architecture investment platform. You will work closely with Product and Marketing specialists and involve them in promoting new investment ideas and developing client relationships and solutions. You will be expected to have a strong interest in the financial markets and be able to speak confidently on all asset classes with both prospects and clients.

Wealth Management provides comprehensive financial services to wealthy private clients around the world – except those served by Wealth Management Americas. 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.

-The successful candidate will have an established career in Wealth Management used to dealing with the most sophisticated clients and hence solutions
-You will have built and managed a significant client book within your current organisation
-You will be charged with targeting prospects and subsequently closing deals
-You will create these relationships based on a wide network of social and business contacts as well as a thorough understanding of client needs. Thus, you will study changing client needs, both individually and by segment, and market trends/developments and inform Client Advisor Relationship Managers and Product Specialists
-The UHNW team operates on a highly successful and efficient team based structure and so any applicant must be capable of demonstrating an ability to work in a co-operative environment

What we offer

UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

Take the next step

We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to joining an organization where every individual's contribution counts and where your talent will impact on our future, please apply for this position. It starts with you.