Client Advisor Gfo Mea

Vor 6 Tagen

Kanton Genf, Schweiz UBS Vollzeit

Switzerland - Western Switzerland

Client advisory / Relationship management

Global Wealth Management

**Job Reference #**

236235BR

**City**

Genève

**Job Type**

Full Time

**Your role**

Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We’re looking for a Client Advisor / Investment Advisor for Global Family Office (GFO) clients to:

- create and implement a strategic client book development plan with measurable actions
- grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
- understand each client and establish long-term client partnerships
- support the RM by leveraging the entire bank and proactively promoting multi-shoring services, the Investment Bank and Global Asset Management
- select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
- keep accurate, up-to-date client documentation including investor profiles to meet regulatory requirements
- comply with all regulation, policies and standards, contributing to an effective risk culture

**Your team**

You’ll be working in the Global Family Office MEA team in Geneva. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. 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.

**Your expertise**
- proven experience in relationship management, asset gathering and investments, ideally 3 years working in a client-facing role.
- CFA, CAIA of advantage
- Strong commitment and passion for the Middle East market, including understanding of social and business culture
- A distinct entrepreneurial mindset, strong negotiation skills and sound understanding of client needs
- In-depth knowledge about Middle East market, including the regulatory landscape
- firm grasp of global financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in English.

**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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