Client Advisor
vor 23 Stunden
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 257669BR
**City**
- Zürich
**Job Type**
- Full Time
**Your role**
- Are you an advisor that delivers an exceptional client experience? Are you passionate about partnering with clients to find the best solution for them. Do you have a proven track record in giving superior investment advice? Can you multitask and handle multiple client requests?
- We’re looking for a Client Advisor to join our Netherlands International Zurich desk in our Private Clients team to:
- manage an existing portfolio of clients, monitoring investment plans and liquidity for cash needs, and building long-term relationships
- provide comprehensive financial advice that meets client needs for investment, enterprise and family living standard
- develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations
- grow local market network by referrals and identifying new prospects
**Your Career Comeback**
**Your team**
- You will be working in the Netherlands PC desk in Zurich servicing clients requiring sophisticated advisory and discretionary solutions. Our team is a highly diverse team with complementary skillsets and experiences. The personalities in our team form a great combination of Dutch directness and Swiss preciseness delivering the best of UBS to our Wealth Management clients. We are passionate about partnering with each client to find the best solution for them and delivering a personalized client experience. We cannot wait to learn about your background and what you bring to the team and for our clients.
- 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**
- A completed banking education with at least 5-7 years working experience in the Wealth Management Front Office
- Proven experience in working with clients in a cross-border context
- Ideally previous experience in the Netherlands or European regulatory frameworks
- Excellent verbal and written communication skills in English (Dutch language skills are a big plus)
- Ability to build strong client networks, with a highly committed and outgoing personality
- Resilient team player and truly service oriented
- Aptitude for digitization and technology
- An existing network in the Netherlands is an advantage
**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?
**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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