Client Advisor Gfiw Switzerland
vor 1 Tag
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 265641BR
**City**
- Zürich
**Job Type**
- Full Time, Part Time
**Your role**
- Are you passionate about sophisticated solutions, lending, market dynamics and going the extra-mile advising families with an institutional mindset? With institutional-level solutions in Global Families and Institutional Wealth, including access to global markets, structured solutions, tailored financing, timely insights and intelligence we cater to some of the largest families in Switzerland. We support our clients on everything from wealth structuring to a multigenerational approach to preserving wealth. With this in mind we are looking for a colleague who is supporting us on the following tasks:
- Establish long-term partnerships and a fruitful dialogue with clients, in tandem with the RM
- Create and implement a strategic client book development plan with measurable actions
- Discuss suitable solutions and complex products with clients and orchestrate the execution thereof
- Prepare sophisticated pitches including involving the relevant resources
- Establish a strong network with internal partners in the Investment Bank, the Global Lending Unit and Asset Management and collaborate on connecting the clients with the relevant specialist
**Your Career Comeback**
**Your team**
- You will be working in the GFIW Switzerland Team in Zurich, a very diverse, experienced and successful team covering the most wealthy and sophisticated Swiss clients. In close collaboration with Relationship Manager you will be the key person for our clients to advise on investments and market opportunities.
- 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**
- You have:
- a university degree (bachelor / master), preferably in Banking and Finance, MBA, CFA or similar
- Confident, self-starting personality who enjoys discussing solutions with very sophisticated clients
- Excellent technical skills on solutions and a strong interest in the markets
- People person and team player who is happy to share best practice and learn from colleagues
- Fluent in German and English
- You are:
- proactive with strong attention to detail
- able to deal with multiple tasks providing excellent follow-up
- always looking to improve the client experience
- motivated, self-directed and driven
- a dynamic and flexible team player with great networking skills
- a perfectionist in everything you do (that includes, of course, documentation)
**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 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 #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.
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