Client Advisor Wm Global Family

vor 3 Wochen

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 manager?
- We’re looking for a client advisor for Global Family & Institutional Wealth (GFIW) clients to:
- create and implement a strategic client book development plan with measurable actions
- grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
- understand each client and establish long-term client partnerships
- support the RM by leveraging the entire bank and proactively promoting multi-shoring services, the Investment Bank and Global Asset Management
- select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
- comply with all regulation, policies and standards, contributing to an effective risk culture
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture

**Your Career Comeback**

**Your team**
- You’ll be working in the GFIW MEA team in Zurich. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.

**Your expertise**
- proven experience as client advisor or investment advisor, ideally five years working in a client-facing role
- experience in financial market investments across asset classes and solutions (incl. SP and Derivatives)
- CFA, CAIA of advantage
- strong commitment and passion for the Middle East market, including understanding of social and business culture
- firm grasp of global financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set, with both individual and professional institutionalized clients
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in English, both in writing and orally, and presentation skills

**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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