Client Advisor Global Family

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

**Job Reference #**
- 319878BR

**City**
- Zürich

**Job Type**
- Full Time

**Your role**
- Are you a dynamic investment professional who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales with focus on Derivatives and Structured Products? Are you a proven risk manager?

We’re looking for a client advisor for Global Family & Institutional Wealth (GFIW) clients to:

- manage day-to-day client interaction and tasks related to an existing top tier client book with focus on cross-asset Derivatives, Structured Products and complex financing transactions
- create and implement a strategic client book development plan with measurable actions
- provide pro-active trusted advice to clients in collaboration with colleagues in investment products and solutions teams across the Investment Bank and Global Asset Management
- support the Relationship Manager by leveraging the entire bank and proactively promoting multi-shoring services
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
- understand each client and establish long-term client partnerships
- select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
- comply with all regulation, policies and standards, contributing to an effective risk culture

**Your team**
- You’ll be working in the GFIW Middle East team in Zurich. 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 as product specialist with focus on Derivatives and Structured Products, preferably within an Investment Bank with ideally five years working in a client-facing role
- experience in financial market investments across asset classes and solutions (focus on Derivatives and Structured Products)
- CFA, CAIA of advantage
- Strong commitment and passion for the Middle East market, including understanding of social and business culture
- firm grasp of global financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set, with both individual and professional institutionalized clients
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in English, both in writing and orally, and presentation skills

**About us**
- UBS is the world’s largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

**Join us**
- At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

**Contact Details**
- UBS Business Solutions SA
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.