Financial Advisor
UBS, Stamshaw, City of Portsmouth
- Full time
- Permanent
Apply on company site
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Xps Group, Stamshaw, City of Portsmouth
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Salary not available. View on company website.
UBS, Stamshaw, City of Portsmouth
- Onsite working
- Full time
- Permanent
Posted 4 days ago, 3 Apr
Job ref: af474c04216145f99a4cbe2264929667
Full Job Description
Are you competitive and service oriented? Do you know how to build long-term relationships? We're looking for a Financial Advisor to:
- create and execute business development strategies to attract and acquire new clients
- analyze clients' financial needs, goals, sensitivity to risk and investment horizon
- evaluate portfolio performance reports, in conjunction with Wealth Management research and external parties, to make recommendations for change
- partner with other team members to create marketing plans and track prospecting activities Function Category Business management, administration and support Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always Your team You'll be working on our Wealth Management team. Our role is to manage, preserve and grow the wealth of our clients. Our team offers solutions for managing wealth and planning for succession.
- ideally 3-5 of experience in a similar role within a financial institution
- university degree or equivalent
- an aptitude for marketing and business development
- entrepreneurial, with a strong work ethic
- always professional (but you have the human touch)
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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