Investment Advisor

vor 1 Woche


Basel, Schweiz UBS Vollzeit

Switzerland - Zürich Client advisory / Relationship management Global Wealth Management **Job Reference #** 251194BR **City** Zürich **Job Type** Full Time **Your role** Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you know how to nurture client relationships? Are you great at answering questions and giving advice? We are looking for someone who can: - ensure smooth execution of day-to-day client queries and orders - define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Relationship Managers - proactively manage a client book (incl. development planning with measurable actions and regular monitoring and re-assessment) and make sure clients are invested according to their risk profile - regularly contact clients with investment opportunities - handling and resolution of risk, compliance and document related matters in close collaboration with the desk's Process & Risk Specialist **Your Career Comeback** **Your team** You’ll be working in the HNW/UHNW Netherlands Intl. team in Zurich. The personalities in our team form a great combination of Dutch directness and Swiss preciseness delivering the best of UBS to our Global UHNW Wealth Management clients. Our combined efforts help manage, preserve, and grow the wealth of our clients, through strong partnership at every stage of their journey. 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: - a completed banking education with at least 5-7 years working experience in the Wealth Management Front Office - solid skills and education in financial markets or economics (and you’re passionate about it) - a gift for analyzing and solving problems - successful track record in investment advisory You are: - truly service oriented - an excellent communicator, with strong interpersonal skills - a team player who positively and proactively fosters collaboration - a stickler for flawless execution procedures and documentation - excellent verbal and written communication skills in English (Dutch language skills are a big plus) **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? **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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