UBS
Global Wealth Management - UK Client Advisor - Director
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Your role
Are you at your best when developing new business, serving clients and building long-term relationships? Are you looking to progress your career in a role with the global leader in Wealth Management?
We are looking for someone who can help us:
- Establish long-term mutually beneficial client relationships with a focus on the UK HNW market targeting both RD and RND individuals with a minimum £10m investable wealth.
- Drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients.
- Ensure effective use of UBS’s world-leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives. This includes discretionary and advisory solutions across all asset classes and tailored solutions for clients.
Job Type
Full Time
Job Reference
341984BR
City
London
Your team
You’ll be working in one of our top-producing teams within the UK HNW segment, which typically looks after clients with between £10-100 million of investable wealth, and sits within our wider UBS UK Domestic Wealth Management business.
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Your expertise
- Proven track record in the wealth management industry working with a cross-section of both complex and non-complex client relationships.
- Proven experience servicing UK domiciled clients in line with all relevant regulation, policy, and standards.
- Minimum RDR level 4 qualified, but preference for PCIAM level 6.
- Truly service-oriented.
- Self-motivated and able to develop a comprehensive business plan.
- Passionate about driving business growth in a forward-thinking and responsible fashion.
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
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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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.
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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