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Client Advisor - GFIW

UBS, City of Westminster

Client Advisor - GFIW

Salary Not Specified

UBS, City of Westminster

  • Full time
  • Permanent
  • Remote working

Posted 2 weeks ago, 17 Oct | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 598ca205ead24271b7deeaddbdf55dc9

Full Job Description

  • contribute to the growth targets by establishing long-term client relationships, and manage part of an existing portfolio of clients
  • deliver a superior client experience by working in a team with Investment Advisors, and Product specialists within Wealth Management and across divisions (IB, Asset Management)
  • convince through thought leadership in terms of investment advice and compelling investment strategies, provide extensive market and product knowledge
  • deliver excellence in execution for client queries and transactions
  • contribute to an effective risk culture by complying with all regulations, policies and standards

    Are you a professional client relationship manager with the motivation and experience to develop and build long-term client relationships? Do you have a broad range of experience delivering institutional type of solutions and a proven track record in acquiring and strategically managing relationships with Family Offices and/or Ultra-High Net Worth clients?, proven experience in relationship management, asset gathering and delivering institutional investment solutions, ideally 5+ years working in a client-facing role focusing on the Middle East and/or UK domestic market
  • ideally the candidate should already hold the required regulatory exams to at least level 4 Chartered Institute of Securities and Investments and will need to sit and pass level 6 upon joining
  • a good understanding of the product set required within the Wealth Management
  • strong interest and understanding of financial markets and regulatory framework
  • ability to build strong client networks, with an entrepreneurial mind-set
  • good knowledge of Arabic is preferred

    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?, You'll be working in the GFIW UK team in London. As a client advisor you'll play an important role in building and maintaining relationships with clients. Our team delivers comprehensive and global client solutions across all asset classes and across all UBS divisions. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey. 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., 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.

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