Client Advisor Wm Hnwi - 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

We are looking for a Client Advisor HNWI for our Iberia Intl. Desk in Zurich to develop and maintain trustworthy client partnerships with the main focus on strategic advice

- implement a quantitative client development plan with measurable actions
- define advisory processes and agreements that best meet our clients' needs, in cooperation with our specialists
- provide high-quality investment options for clients, working closely with team members and specialists from other areas
- grow local market network by referrals and by identifying new prospects
- make sure clients are managed in a manner that contributes to an effective risk culture on the team

Your team

You'll be working in the Iberia Intl. Desk in Zurich. We provide unparalleled investment advice to our clients in Iberia (Spain, Portugal, Andorra). As a Client Advisor you'll play an important role in our growth and presence in the market.

Your expertise
- previous experience in wealth management, ideally 10 years experience
- knowledge of financial products and services
- proven track record in finding solutions for clients
- great at building networks and connections (people want to know you)
- exceptionally well organized, with great planning skills and efficient time management
- excellent communicator, with great presentation skills
- fluent in Spanish, English and ideally German.

About us

UBS is the world's largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

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?

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.

Client Advisor WM HNWI - Team Iberia Intl. in Zurich | UBS - Experienced professionals - job boards