Relationship Manager Middle East, Near East

vor 2 Wochen


Genève, Schweiz UBS Vollzeit
Your role
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?

  • Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior Relationship...


  • Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior...


  • Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior...


  • Genève, Schweiz Fiducia Capital (Switzerland) SA Vollzeit

    Fiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior Relationship...

  • Senior Trust Officer

    vor 3 Wochen


    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust Officer - Relationship ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also...


  • Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own...


  • Genève, Schweiz FINDERS SA Vollzeit

    Senior Relationship Manager - Trusts & Fiduciary ServicesClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas...


  • Genève, Schweiz UBS Vollzeit

    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 a client advisor for our Private Clients Near East desk to: • manage an existing portfolio of clients in Egypt, Lebanon and Libya, monitoring investment plans and liquidity...


  • Genève, Schweiz EFG Bank Vollzeit

    Main responsibilitiesSupporting the Client Relationship Officer (CRO) in the daily business activities;Providing a top quality service to clients (regular contacts with clients by phone and/or visits);Preparation and control of documents for the account openings;Different processing operations (fiduciary, transfers, etc.);Procurement of stock market order...

  • Senior Trust Manager

    vor 3 Wochen


    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust Officer - Relationship ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also...

  • IT Project Manager

    vor 1 Monat


    Genève, Schweiz EFG Bank Vollzeit

    Our project team plays essential role in planning, execution, and driving the successful completion of projects involving the Integrated Technology Services team.Main responsibilitiesProject management of worldwide ITS projects.Overall responsibility of the successful implementation of project phases.Gather Business requirements and validate project...

  • Head of shipping desk

    vor 2 Wochen


    Genève, Schweiz LHH Vollzeit

    For our client, a well established international Shipping company ( The role is located in Dubaï ) Certainly! Here is the revised version with the specified years of experience and regional preference: Key Responsibilities: Lead and manage a team of 4-5 brokers specializing in Supramax and Ultramax charters. Develop and execute strategic plans to drive...

  • Senior Trust Manager

    vor 4 Wochen


    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to...

  • Senior Trust Manager

    vor 3 Wochen


    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high...

  • Senior Trust Manager

    vor 3 Wochen


    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to...

  • Senior Trust Manager

    vor 3 Wochen


    Genève, Schweiz FINDERS SA Vollzeit

    Senior Trust ManagerClient:Leading, global, long-established trust, private wealth & fiduciary services company. This progressive organisation is an employer of choice on the Geneva market in the trusts industry, who have an excellent reputation with clients and employees alike. A collaborative team where your own ideas are also welcome. They work to high...


  • Genève, Schweiz Entreprise anonyme Vollzeit

    To support the team of Relationship Managers with administrative and operational tasks.ROLE: ASSISTANT TO RELATIONSHIP MANAGERMain Responsibilities:Assisting Relationship Managers with daily tasks like monitoring client transactions and executing transfer ordersIndependently handling client inquiriesCreating KYC files and managing accounts opening and...


  • Genève 6, Schweiz Entreprise anonyme Vollzeit

    To provide administrative and operational support to team of Relationship Managers. RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...


  • Genève 6, Schweiz Entreprise anonyme Vollzeit

    To provide administrative and operational support to team of Relationship Managers. RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...


  • Genève, Schweiz Entreprise anonyme Vollzeit

    Main responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...