Associate Program-client Advisor Wealth Management

Vor 5 Tagen

Carouge, Schweiz UBS Vollzeit

Switzerland - Western Switzerland

Client advisory / Relationship management

Global Wealth Management

**Job Reference #**

248761BR

**City**

Carouge

**Job Type**

Full Time

**Your role**

Are you a true networker who loves to talk to potential clients?

Do you have a strong track record in advising and sales? Can you close a deal?

Then the Wealth Management Associate Program could be for you. The 18-month curriculum is designed to extend your skills, provide a unique experience in Wealth Management and establish a platform for accelerated career development in a client-facing role. You will be provided with business theory off-the-job

Upon successful completion of the program, you will be equipped with the necessary foundation to embark upon a rewarding career with UBS Global Wealth Management in one of our global locations.

We’re looking for someone who can:

- develop into a successful Relationship Manager through our training program
- reaching (or preferably exceeding) the financial and educational targets set within the program
- build up a client book from your existing network of wealthy individuals in Spain / Portugal
- establish long-term mutually beneficial relationships with clients
- continuously grow your network by referrals and by identifying new prospects

**Your team**

For the Client Advisor Wealth Management Desk Spain / Portugal, that is located in Carouge (Geneva), we are looking for a driven and ambitious personality that is keen to make a positive impact on our clients and UBS. At the same time, we will provide you an outstanding platform for your professional development while being part of a dynamic and experienced team.

**Your expertise**

You have:

- a MBA from a leading university / business school with a minimum of 4 years professional experience
- CFA or equivalent diploma would be a plus
- good understanding and strong interest in financial markets
- in depth market knowledge in Spain / Portugal with a convincing network of High Net Worth Individuals
- excellent interpersonal, communication and sales skills

You are:

- a networker and a skilled relationship builder at heart
- part of a club, alumni-network or involved with entrepreneurial activities
- a collaborative team player who is also independent enough to plan your own activities and put your business plan into action
- experience in Wealth Management services is welcome; though not required.
- fluent professional language skills in Spanish & English is a must; additional Portuguese language skills preferred

**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?

**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.

  • Client Advisor Wealth Management Uhnw Geneva

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 277659BR **City** - Carouge, Genève **Job Type** - Full Time, Part Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory...

  • Client Advisor Wealth Management Me

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 294944BR **City** - Carouge **Job Type** - Full Time **Your role** - Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? -...

  • Client Advisor Wealth Management Uhnw Geneva

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 256752BR **City** - Carouge, Genève **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales?...

  • Client Account Manager Wealth Management

    Vor 3 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 255090BR **City** Carouge **Job Type** Full Time **Your role** Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? We’re looking for a client advisor...

  • Global Wealth Management Associate

    vor 5 Stunden

    Carouge, Genf, Schweiz Lombard Odier Vollzeit

    About Lombard OdierLombard Odier is a renowned global wealth and asset manager, with a strong focus on sustainable investing.We offer a comprehensive range of discretionary and advisory portfolio management, wealth services, and custody solutions to private and institutional clients.Job DescriptionThis role will provide the opportunity to gain a deep...

  • Client Account Manager

    vor 1 Tag

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Business management, administration and support - Global Wealth Management **Job Reference #** - 264690BR **City** - Carouge **Job Type** - Temporary / Contract **Your role** - Do you want to proactively go the extra mile with us to help clients? Are you focused on the details, even when under pressure? - We’re...

  • Investment Advisor Wm Mea Arabian Gulf

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 278120BR **City** - Carouge **Job Type** - Full Time **Your role** - Do you have a passion for delivering superior investment advice and solutions to clients? Are you objective driven and a proven risk manager? - We’re looking...

  • Client Account Manager

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland- Business management, administration and support, Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 254225BR**City** - Carouge**Job Type** - Full Time**Your role** - Are you a people person ? Do you want to proactively go the extra mile with us to help clients? Are you focused on the...

  • Client Service Advisor Private Clients

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Suisse - Suisse romande - Conseil clientèle / Relationship management - Personal & Corporate Banking **IdDemandeAuto** - 288373BR **Ville** - Carouge, Renens **Type de poste** - Temps plein, Temps partiel **La fonction** - Vous sentez-vous à l'aise dans le monde digital ? Etes-vous orienté client et aimez-vous répondre aux différents besoins et...

  • Relationship Manager Wm Hnw/uhnw Turkey

    vor 10 Stunden

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 264859BR **City** - Carouge **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for someone like that who can: - define...

  • Client Account Manager Wm Turkiye Hnwi

    vor 7 Monaten

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Business management, administration and support - Global Wealth Management **Job Reference #** - 287815BR **City** - Carouge, Genève **Job Type** - Temporary / Contract **Your role** - Do you want to proactively go the extra mile with us to help clients? Do you want to be part of a high performing team? - We are...

  • Account Management Standard

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Suisse - Suisse romande- Conseil clientèle / Relationship management, Développement commercial- Personal & Corporate Banking**IdDemandeAuto** - 254646BR**Ville** - Carouge, Genève, Lausanne**Type de poste** - Temps plein, Temps partiel**Votre fonction** - Te sens-tu à l’aise dans le monde digital et apprécies-tu le contact avec la clientèle...

  • Client Account Manager Wm Spain/portugal

    Vor 2 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Business management, administration and support - Global Wealth Management **Job Reference #** - 261107BR **City** - Carouge **Job Type** - Full Time, Part Time **Your role** - Are you a people’s person? Do you know how to stay calm and focused under pressure? - We’re looking for a client account manager to: -...

  • Client Account Manager

    Vor 6 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 267756BR **City** - Carouge, Genève **Job Type** - Full Time, Part Time **Your role** - Do you look for a new challenge within the dynamic and fast paced FIM LATAM environment? Do you have a "can do" attitude and want to be part...

  • Client Relationship Manager, Institutional Client

    vor 10 Stunden

    Carouge, Schweiz UBS Vollzeit

    Suisse - Suisse romande - Conseil clientèle / Relationship management - Asset Management **IdDemandeAuto** - 259498BR **Ville** - Carouge **Type de poste** - Temps plein **Votre fonction** - Êtes-vous passionné(e) par le développement et le suivi d’un portefeuille composé d’institutions de prévoyance, d’organisations internationales et de...

  • Relationship Manager Global Fim

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 248763BR **City** Carouge, Genève **Job Type** Full Time, Part Time **Your role** You will be responsible for each and every angle of the commercial development of new and existing client relationships, including: - sales...

  • Digital Program Manager

    Vor 6 Tagen

    Carouge, Schweiz Azqore Vollzeit

    L'equipe Digitale de l'unité Azqore Strategic Programs recherche un chef de projet qui saura conduire des projets de E & M Banking en méthodologie Waterfall (PMI) ou Agile (Scrum). Vous serez en charge d'assurer la gestion des projets : Etude préliminaire, cahier des charges, suivi des développements, recettes, documentation technique et fonctionnel,...

  • Process & Quality Specialist WM ME, Near East

    Vor 3 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western SwitzerlandBusiness management, administration and support, RiskGlobal Wealth ManagementYour roleAre you an expert in banking process risks and tools? Do you like to educate others, encouraging high quality standards? Do you want to help us manage, preserve and grow the wealth of our clients?We are looking for a process and quality...

  • Cross Asset Derivatives

    Vor 7 Tagen

    Carouge, Schweiz UBS Vollzeit

    Switzerland - Western Switzerland Sales Investment Bank **Job Reference #** 250498BR **City** Carouge **Job Type** Full Time **Your role** Are you a target driven individual? Do you have strong interpersonal skills? Are you skilled at translating complex market information? Do you know how to spread your enthusiasm about the markets to others?...

  • Cross-border officer

    vor 4 Wochen

    Carouge, Schweiz Lombard Odier Vollzeit

    A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...