Client Advisor WM - Execution Only

United Kingdom Business management, administration and support Global Wealth Management

Job Reference #

274637BR

City

London

Job Type

Full Time

Your role

We are looking for someone who can help us support the front office while servicing clients on a daily basis.

A UBS Execution Only Client Advisor is responsible for acquiring and building new client relationships.

• develop prospects and new clients from existing UBS relationships, directly or via established networks by leveraging the UBS brand.
• create individual Wealth Management relationships based on an understanding of client needs, both initially and on an ongoing basis, and then facilitate execution of investment decisions to meet the client needs, using the worldwide UBS resources. Throughout working closely with Product and Financial Planning specialists.
• study these changing client needs, both individually and by segment, in addition to market trends/developments
• work collaboratively with other Client Advisors and Product Specialists

Your team

You will be working with the UK Execution Only team in London. Our role is to provide an effective, efficient service for our execution only client, you will be supported in this my our team of Client Account Managers in the provision of this leading client service offering

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 will have ideally:

• previous experience working in a private bank
• knowledge of market and banking operation systems and products
• level 4 IAD qualification or higher
• experience in dealing with private clients and advisers
• strong academic background
• an organised and detail oriented approach to work
• an ability to work calmly under pressure

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

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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.