Client advisory / Relationship management
Your role
Are you at your best when serving clients and building long-term relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us:
- establish long-term mutually beneficial relationships with clients with a focus on the UK HNW market targeting relationships with a minimum £5m investable wealth
- drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients
- ensure effective use of UBS’s world leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives
- ensure effective engagement with colleagues within GWM and IB/AM divisions to capture opportunities under our One Bank philosophy
Your team
You’ll be working in the UK Regional team which forms part of the UBS UK Domestic Wealth Management business.
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise
You will have relevant experience in financial services with an exposure to Wealth Management
- proven experience servicing clients in line with all relevant regulation, policy and standards
You are:
- 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 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 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.