Investment Advisor Wm Uk Uhnw

vor 7 Monaten

Zurich, Schweiz UBS Vollzeit

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

**Job Reference #**
- 293580BR

**City**
- Zürich

**Job Type**
- Full Time

**Your role**
- Are you a dynamic advisor that delivers an exceptional client experience? Do you know how to nurture client relationships and give superior investment advice?
- In this role, you will be a key team member in ensuring the client experience by driving all client-related processes and as acting a main point of contact for our UHNW clients in the UK market. In close collaboration with the Relationship Manager, you will be preparing proposals for new and existing clients and providing solutions for varying client needs. Together with our specialists you will additionally offer investment ideas and product and tool solutions to our clients.
- We are looking for someone who can:
- ensure smooth execution of day-to-day client queries and orders
- proactively manage a client book and make sure clients are invested according to their risk profile
- co-ordinate and be involved in sophisticated investment proposal pitches
- Leverage the entire bank capabilities including the Investment Bank and Global Asset Management
- handling and resolution of risk, compliance and document related matters in close collaboration with the desk's Process & Risk Specialist

**Your Career Comeback**

**Your team**
- You’ll be working in an UHNW UK team in Zurich servicing clients which require a sophisticated and tailor-made advisory approach. We look at our client’s wealth addressing all dimensions (Investments, Business, Passions and Legacy) and we provide solutions across all four of them.

**Your expertise**
- Proven experience in providing and implementing strategic and tactical investment advice to a sophisticated client base in a cross border context
- Firm grasp of financial markets and/ or economics (and you’re passionate about it) and European regulatory frameworks
- Excellent verbal and written communication skills in English, other languages (particularly Nordic) are definitely a 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

**About us**
- UBS is the world’s largest and the 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..
- We have a presence in all major financial centers in more than 50 countries.

**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?

**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting

**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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