Client Advisor Wealth Management - South African clients

☞ UBS

View: 133

Update day: 20-04-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock

Industry:

Job type: 100%, Temps de travail : 90-100%

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Job content

Switzerland - Zürich
Client advisory / Relationship management
Global Wealth Management

Job Reference #

272056BR

City

Zürich

Job Type

Full Time

Your role

Are you a senior professional with the motivation and the experience to build long-term client relationships? Do you have a proven track record in acquiring and strategically managing South African resident clients? We are looking for someone who can help us:

The South Africa Team is looking for an experienced RM that looks forward to the challenge of introducing new and profitable clients to the bank and to:

  • contribute to the growth targets by establishing long-term client relationships
  • deliver a superior client experience by working in a team with Investment Advisors and A&S (Advisory & Sales) specialists
  • convince through thought leadership in terms of investment advice and compelling investment strategies, provide extensive market- and product knowledge
  • deliver excellence in execution for client queries and transactions
  • comply with all regulations, policies and standards, contribute to an effective risk culture

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working in the South Africa High Net Worth (HNW) team in Zurich. Our team delivers comprehensive and global client solutions across all asset classes.

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

  • proven experience in relationship management, asset gathering and investments, ideally 5+ years working in a client-facing role in the South African market
  • ideally the candidate should already hold the required regulatory exam (RE5)
  • a good understanding of the product set required within the HNW segment
  • firm grasp of Swiss financial markets and regulatory frameworks
  • ability to build strong client networks, with an entrepreneurial mind-set

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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Deadline: 04-06-2024

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