Client Advisor Wm

Vor 2 Tagen

Zurich, Schweiz UBS Vollzeit

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

**Job Reference #**
- 255630BR

**City**
- Zürich

**Job Type**
- Full Time, Temporary / Contract

**Your role**
- Are you truly service oriented?
- Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to step in into a client advisors role in an interesting and international environment?
- We’re looking for a Client Advisor for the Retail Worldwide Desk to:
- manage an existing client portfolio
- monitor accounts and their liquidity for cash needs, and provide a professional client experience
- assess client potential and grow the relationships by involving colleagues from other segments
- keep accurate and up-to-date client documentation related to risk, compliance and regulations
- contribute to an effective risk culture by complying with all regulations, policies and standards

**Your team**
- You’ll be working in the Retail Worldwide team in Zurich. As a Client Advisor you'll play an important role in maintaining precious relationships with international clients. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
- 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**
- Your expertise:
- experience within a client-facing team or role
- banking education (apprenticeship, traineeship or alternatively a university degree)
- experienced at building relationships (people want to know you)
- interest in and understanding of financial markets and regulatory frameworks
- resilient team player and truly service oriented
- organized with great planning skills and efficient time management
- knowledge in working with UBS Front Tools as an advantage
- very good writing and oral skills in English + another additional language 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?

**How we hire**

**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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