Investment Advisor Wm Uk Uhnw - Zurich, Schweiz - UBS

UBS

Geprüftes Unternehmen

Zurich, Schweiz

vor 1 Woche

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

Switzerland

Zürich
Client advisory / Relationship management
Global Wealth Management

Job Reference #

BR

City

Zürich

Job Type

Full Time

Your role

Are you a dynamic advisor that delivers an exceptional client experience? Do you know how to nurture client relationships and give superior investment advice?
In this role, you will be a key team member in ensuring the client experience by driving all clientrelated processes and as acting a main point of contact for our UHNW clients in the UK market. In close collaboration with the Relationship Manager, you will be preparing proposals for new and existing clients and providing solutions for varying client needs. Together with our specialists you will additionally offer investment ideas and product and tool solutions to our clients.
We are looking for someone who can:
ensure smooth execution of day-to-day client queries and orders

- proactively manage a client book and make sure clients are invested according to their risk profile
- co-ordinate and be involved in sophisticated investment proposal pitches

Leverage the entire bank capabilities including the Investment Bank and Global Asset Management

- handling and resolution of risk, compliance and document related matters in close collaboration with the desk's Process & Risk Specialist

Your Career Comeback

Your team

You'll be working in an UHNW UK team in Zurich servicing clients which require a sophisticated and tailormade advisory approach. We look at our client's wealth addressing all dimensions (Investments, Business, Passions and Legacy) and we provide solutions across all four of them.

Your expertise

Proven experience in providing and implementing strategic and tactical investment advice to a sophisticated client base in a cross border context
Firm grasp of financial markets and/ or economics (and you're passionate about it) and European regulatory frameworks
Excellent verbal and written communication skills in English, other languages (particularly Nordic) are definitely a plus
Ability to build strong client networks, with a highly committed and outgoing personality
Resilient team player and truly service oriented
Aptitude for digitization and technology

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 parttime, jobsharing and hybrid (office and home) working. Our purposeled 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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.