Investment Advisor WM Benelux UHNW

UBS | Zürich, ZH | CH

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Build, establish and grow client relationships. Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams. Switzerland - Zürich Client advisory / Relationship management Global Wealth Management

Job Reference #

287108BR

City

Zürich

Job Type

Full Time

Your role

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? Were looking for a client advisor for UHNW Benelux clients to:
  • build, establish and grow client relationships
  • provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
  • have a plan to develop the client book with measurable outcomes
  • keep accurate and up-to-date records on client investor profiles
  • take a strategic view of clients investments and closely monitor their portfolio quality
  • comply with all regulations, policies and standards to be in line with our risk management culture

Your team

Youll be working in the Ultra High Net Worth (UHNW) team in Zurich. Were focused on managing, preserving and growing our clients wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, youll play an important role in helping us stay a global leader in wealth management. The team is a mix of Dutch and Swiss employees with the best of both worlds.

Your expertise

  • proven experience in relationship management, asset gathering and investments, ideally 5-7 years working in a client-facing role in the Netherlands
  • besides your bachelor degree, preferably in finance, we are looking for a Dutch speaking person
  • firm grasp of Dutch financial markets and regulatory frameworks
  • ability to build strong client networks, with an entrepreneurial mind-set
  • resilient team player and truly service oriented
  • aptitude for digitization and technology
  • excellent communicator in Dutch and English to support local client base

About us

UBS is the worlds 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.

How we hire

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 its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were more than ourselves. Ready to be part of #teamUBS and make an impact?

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 its our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together were 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.
Next Process

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Post Date : 01-02-2024