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Investment Advisor Wm Uhnw Greece
vor 3 Monaten
- Client advisory / Relationship management
- Global Wealth Management
Job Reference #
BR
City
- Carouge
Job Type
- Full Time
Your role
- Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?
- We're looking for an Investment Advisor for the Ultra High Net Worth clients in the Greece & Cyprus region to:
- develop a mutual understanding with the client and establish trustworthy client partnerships with main focus on regular tactical advice and investment opportunities
- define advisory processes and agreements that best meet our clients' needs
- proactively manage client book and make sure clients are invested according to their risk profile, objectives and our CIO views
- carry out important risk management tasks to meet legal and regulatory requirements as well as perform regular portfolio reviews and portfolio health checks
Your team
- You'll be working in the Greece & Cyprus team located in Geneva. We are looking for a colleague who can fit into an existing and successful team. You will have the chance to exchange ideas and information among team members and work closely with senior Investment Advisors and Relationship Managers.
- 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
- Proven experience in asset gathering and investments, ideally 5 to 10 years working in a Wealth Management clientfacing role
- Affinity for the Greek market and past experience with that specific clientele is a big plus
- Working language is English, but if you speak other languages like Greek, French that would be a plus
- Excellent knowledge of financial products and the wealth management offering in general
- Strong interpersonal skills and networking capabilities
- Flexible, curious, openminded and collaborative personality (you're a people person)
- Ability to build strong client networks, with an entrepreneurial mindset
- Capable to work autonomously, sometimes under pressure and set your priorities
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?
Contact Details
- UBS Business Solutions AG
- UBS Recruiting
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.
