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Relationship Manager Middle East, Near East
vor 2 Wochen
Are you a people person? Do you know how to give investment advice that grows client wealth?
We're looking for a Relationship Manager to:
• define and implement a strategy to expand our Wealth Management Near East client base
• identify potential Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, build and manage a prospect pipeline
• implement a quantitative prospect development plan with measurable actions
• grow the local market network by referrals and by identifying new prospects
• define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor
• provide high-quality investment options for clients, working closely with team members and specialists from other areas
• make sure clients are managed in a manner that contributes to an effective risk culture on the team
• ensure availability of all relevant information and documentation including KYC of all clients and prospects to meet regulatory requirements
Your team
You'll be working in the WM ME Near East team in Geneva, covering the Near East market. We're focused on managing, preserving and growing our clients' wealth.
As a Relationship Manager, you'll play an important role in helping us stay a global leader in wealth management.
Your expertise
• a university degree in economics or finance, preferably a further education in Wealth Management
• previous experience in wealth management
• strong commitment and passion for the Near East market, including understanding of Near East social and business culture
• extensive experience in successful acquisition and development of Near East UHNW and GFIW clients
• in-depth knowledge about the Near East markets, including the regulatory landscape
• comprehensive knowledge in financial products and services, in particular in Wealth Management
• experience in working in large organizations and in leveraging global resources
• excellent communicator in English and French to support client base
About us
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.
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 and make an impact?
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