Client Advisor Wm Hnwi

vor 1 Tag

Zurich, Schweiz UBS Vollzeit

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

**Job Reference #**
- 278510BR

**City**
- Zürich

**Job Type**
- Full Time

**Your role**
- We are looking for a Client Advisor HNWI for our Iberia Intl. Desk in Zurich to- develop and maintain trustworthy client partnerships with the main focus on strategic advice
- implement a quantitative client development plan with measurable actions
- define advisory processes and agreements that best meet our clients’ needs, in cooperation with our specialists
- provide high-quality investment options for clients, working closely with team members and specialists from other areas
- grow local market network by referrals and by identifying new prospects
- make sure clients are managed in a manner that contributes to an effective risk culture on the team

**Your team**
- You’ll be working in the Iberia Intl. Desk in Zurich. We provide unparalleled investment advice to our clients in Iberia (Spain, Portugal, Andorra). As a Client Advisor you’ll play an important role in our growth and presence in the market.

**Your expertise**
- previous experience in wealth management, ideally 10 years experience
- knowledge of financial products and services
- proven track record in finding solutions for clients
- great at building networks and connections (people want to know you)
- exceptionally well organized, with great planning skills and efficient time management
- excellent communicator, with great presentation skills
- fluent in Spanish, English and ideally German.

**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.

Client Advisor WM HNWI - Team Iberia Intl. in Zurich | UBS - Experienced professionals - job boards

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