Client Advisor Wealth Management UHNW Geneva (80-100%)

☞ UBS

View: 149

Update day: 20-04-2024

Location: Carouge (GE) Genève GE

Category: Other

Industry: Banking Financial Services Investment Banking

Job type: Full-time

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Job Reference #277659BRJob TypeFull Time, Part TimeYour roleAre you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?We’re looking for a client advisor for UHNW Geneva clients to:



  • build, establish and grow client relationships
  • provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
  • have a plan to develop a client book within two to three years with measurable outcomes
  • keep accurate and up-to-date records on client investor profiles
  • take a strategic view of clients’ investments and closely monitor their portfolio quality
  • comply with all regulations, policies and standards to be in line with our risk management culture
Your teamYou’ll be working in the Ultra High Net Worth (UHNW) team in Geneva. 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 in relationship management, asset gathering and investments, ideally three years working in a client-facing role in Switzerland and/or Europe
  • hold at least a Bachelor Degree
  • firm grasp of Swiss and European financial markets and regulatory frameworks
  • ability to build strong client networks, with an entrepreneurial mind-set
  • resilient team player and truly service oriented
  • aptitude for digitization and technology
  • excellent communicator in French and English to support local client base. German and Portuguese are cleary an asset.
About UsExpert 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 usWe’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 StatementsUBS 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.Your Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
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Deadline: 04-06-2024

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