Client Advisor Wealth Management

vor 3 Wochen


Zurich, Schweiz UBS Vollzeit

Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 272056BR

**City**
- Zürich

**Job Type**
- Full Time

**Your role**
- Are you a senior professional with the motivation and the experience to build long-term client relationships? Do you have a proven track record in acquiring and strategically managing South African resident clients? We are looking for someone who can help us:

- The South Africa Team is looking for an experienced RM that looks forward to the challenge of introducing new and profitable clients to the bank and to:
- contribute to the growth targets by establishing long-term client relationships
- deliver a superior client experience by working in a team with Investment Advisors and A&S (Advisory & Sales) specialists
- convince through thought leadership in terms of investment advice and compelling investment strategies, provide extensive market
- and product knowledge
- deliver excellence in execution for client queries and transactions
- comply with all regulations, policies and standards, contribute to an effective risk culture

**Your Career Comeback**

**Your team**
- You’ll be working in the South Africa High Net Worth (HNW) team in Zurich. Our team delivers comprehensive and global client solutions across all asset classes.
- 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 relationship management, asset gathering and investments, ideally 5+ years working in a client-facing role in the South African market
- a good understanding of the product set required within the HNW segment
- firm grasp of Swiss financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set

**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.



  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 260051BR **City** - Zürich **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...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich Client advisory / Relationship management Global Wealth Management **Job Reference #** 252544BR **City** Zürich **Job Type** Full Time **Your role** Are you a dynamic 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...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich- Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 253674BR**City** - Zürich**Job Type** - Full Time**Your role** - Are you a dynamic 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...


  • Zurich, Schweiz Jigsaw Financial Vollzeit

    A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich- Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 253660BR**City** - Zürich**Job Type** - Full Time**Your role** - Are you at your best when serving clients and building long-term relationships? Do you give exceptional investment advice? We are looking for someone who can help us: - establish...

  • Client Advisor

    Vor 7 Tagen


    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 259586BR **City** - Zürich **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...

  • Client Advisor

    vor 3 Wochen


    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 261922BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a strategic, solution-oriented thinker? Do you have a solid risk background eventually combined with experience in managing complex and sensitive client...


  • Zurich, Schweiz COLOMBO WEALTH SA Vollzeit

    **ASSISTANT Relationship Manager Wealth Management in Zürich (50-70%)** **GERMAN** **Job Information** Für unser Team im Bereich Wealth Management in Zürich suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Manager, welche folgende Aufgaben übernimmt: - Proaktive und effiziente Unterstützung der...

  • Great Wealth Advisor

    vor 2 Wochen


    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business development - Global Wealth Management **Job Reference #** - 262994BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you as passionate and curious about people as you are about financial markets? Are you an innovator who loves to piece together complex puzzles? Can you pitch concepts, strategies and...


  • Zurich, Schweiz coni+partner AG Vollzeit

    Our client is an international Private Bank in Zurich. We are looking for a tax specialist (m, f, d) for private clients as a Tax Advisor Wealth Planning LatAm **Your Tasks**: **Your Skills**: **Your Contact**: **E-Mail**: Aufgaben Acting in a wealth and estate planning environment with high management attention / Advising and implementing bespoke...

  • Client Advisor

    Vor 4 Tagen


    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 266441BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 271548BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic client advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 264669BR **City** - Zürich **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...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Business development - Global Wealth Management **Job Reference #** - 295850BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? - We’re...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 265706BR **City** - Zürich **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? Do you want to be...


  • Zurich, Schweiz EFG International Vollzeit

    Reporting directly to the Private Banking Chairman, EFG International, you will be responsible for coordinating and leading the different activities within Strategic Client Management, an initiative aimed at our global top client segment of UHNWIs and prospects. The main objectives are to support Client Relationship Officers (CROs) in growing and broadening...

  • Client Advisor Gfiw

    vor 1 Woche


    Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 258812BR **City** - Zürich **Job Type** - Full Time **Your role** - Your role: - Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in advising sophisticated...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland, Switzerland - Zürich - Business development, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 276329BR **City** - Carouge, Zürich **Job Type** - Full Time **Your role** - Are you a people person? Are you passionate about financial markets? Do you know how to grow a business?...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 257479BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well...

  • Daily Banker

    vor 7 Monaten


    Zurich, Schweiz UBS Vollzeit

    Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 288133BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Laufen Sie zur Hochform auf, wenn Sie mit Kundinnen und Kunden sprechen? Arbeiten Sie gerne in bereichsübergreifenden Teams an interessanten Fragestellungen?...