Client Advisor Wm Mea Region
vor 2 Wochen
Switzerland - Zürich
Business management, administration and support
Global Wealth Management
**Job Reference #**
246906BR
**City**
Zürich
**Job Type**
Full Time
**Your role**
Are you at your best when serving clients and building relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us:
- establish and maintain mutually beneficial relationships with MEA Wealth Management clients with a focus on PC/HNWI segment
- keep accurate, up-to-date client documentation on an ongoing basis
- manage and grow a book of clients
- comply with all regulation, policies and standards, contributing to an effective risk culture
- Service the clients in a non-advice mode and main focus will be to manage the existing individual and private investment company (PIC) relationships
- There is no travelling and prospecting required
**Your team**
You’ll be working in the Affluent & Small Market Desk in Zurich Baerengasse. We’re focused on managing, preserving and growing our clients’ wealth, and help them plan along liquidity, longevity and legacy topics. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a Client Advisor, you’ll play an important role in helping us stay a global leader in wealth management.
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**
You have:
- relevant front experience at UBS ideally with an exposure to Wealth Management (i.e. WM/PKI role, JUNA, CAM)
- a keen interest in financial products and services
- a firm grasp of financial markets and regulatory frameworks
- proven experience servicing clients in line with all relevant regulation, policy and standards
You are:
- truly service oriented
- an excellent communicator,
- a resilient team player
- highly organized and able to manage urgent and competing deadlines on a daily basis
**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**
**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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