Client Advisor Wm Private Clients Israel
vor 1 Tag
Switzerland - Zürich
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 272938BR
**City**
- Zürich
**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?
- We’re looking for a Client Advisor for Israeli clients in the Private Clients segment to:
- manage an existing portfolio of clients in Israel monitoring investment plans and liquidity for cash needs, and building long-term relationships
- keep accurate and up-to-date client documentation related to risk, compliance and regulations
- provide comprehensive financial advice that meets client needs for investment, enterprise and family living standard
- develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations
- grow local market network by referrals and identifying new prospects
- contribute to an effective risk culture by complying with all regulations, policies and standards
**Your Career Comeback**
**Your team**
- You’ll be working in the Private Clients Israel team in Zurich. As a Client Advisor you'll play an important role in building and maintaining precious relationships with clients located in Israel. Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
**Your expertise**
- ideally 3/4 years of work experience within wealth management, preferably in a client-facing role
- banking education (apprenticeship, traineeship or alternatively a university degree)
- expert at building relationships (people want to know you)
- strong interest in and understanding of financial markets and regulatory frameworks
- resilient team player and truly service oriented
- organized with great planning skills and efficient time management
- excellent communicator in English
**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.
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