Client Advisor

vor 7 Monaten

Zurich, Schweiz UBS Vollzeit

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

**Job Reference #**
- 276813BR

**City**
- Zürich

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

**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 UK International Zurich desk in our HNW/Private Clients team to:
- grow and retain an existing book of clients by ensuring a strategic approach to driving growth and a smooth execution of the daily client business
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams in line with the requirements of the respective UK tax regime
- take a strategic view of clients’ investments and monitor portfolio quality
- keep accurate and up-to-date records on client investor profiles
- comply with all regulations, policies, and standards to be in line with our risk management culture

**Your team**
- You will be working in the dynamic Private Clients team in Zurich servicing clients requiring advisory and discretionary solutions. Our team is a highly diverse team with complementary skillsets and experiences. We are passionate about partnering with each client to find the best solution for them and delivering a personalized client experience. We are committed to promote personal development and provide our advisors with continuous access to trainings and education sessions in line with their individual development ambitions. 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**
- enthusiastic and highly motivated with a strong work ethic
- ability to build strong client networks with a strong entrepreneurial mindset and a highly committed and outgoing personality
- proven experience in providing and implementing investment advice to a client base in a cross-border context
- ideally previous experience in UK, other RnD jurisdictions and/ or European regulatory frameworks
- excellent verbal and written communication skills in English, other languages are definitely a plus
- resilient team player and truly service oriented
- aptitude for digitization and technology

**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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