Relationship Manager Wm Israel Hnw
Vor 5 Tagen
Switzerland - Zürich
Client advisory / Relationship management
Global Wealth Management
**Job Reference #**
246512BR
**City**
Zürich
**Job Type**
Full Time
**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 relationship management and selling? We are looking for someone who can help us:
- implement a quantitative prospect development plan with measurable immediate actions in Israel
- grow market network in Israel through own contacts and referrals and mapping new prospects based on solid local knowledge
- provide high-quality investment options for clients in relation to Israeli fiscal constraints, working closely with team members and specialists from other areas
- make sure clients are managed in a manner that contributes to an effective risk culture within the team
**Your team**
You'll be working in the Wealth Management team for Israel as part of the High Net Worth segment in Zurich. Our purpose is to manage, preserve and grow the wealth of our clients. Our team delivers comprehensive and global client solutions. You will be supported in your tasks by a first-class infrastructure and innovative products and services.
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**
- an existing network of promising contacts in Israel
- several years of experience in wealth management covering the Israeli market
- a proven track record in converting prospects to clients
- expertise with financial products and services relevant to Israel-domiciled clients offered locally and internationally
- a proven record finding solutions for clients and prospective clients in a cross border context
- a degree in Finance and/or Business Administration
- always looking to improve the client experience
- extremely organized, with great planning skills and efficient time management
- an excellent communicator, with great presentation skills
- a perfectionist in everything you do (that includes, of course, documentation)
- fluent in Hebrew and English
- LI-UBS
**About us**
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
**Join us**
**Contact Details**
UBS Business Solutions AG
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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