Description
Switzerland - Western Switzerland
Client advisory / Relationship management
Global Wealth Management
Your role
Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?
Do you have passion and an understanding of the Eastern Europe markets and culture?
We-re looking for an Investment Advisor for HNW/UHNW clients in our region to:
- develop a mutual understanding with the client and establish trustworthy client partnerships with main focus on operational excellence and regular tactical advice and investment opportunities
- 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 Manager
- proactively manage client book and make sure clients are invested according to their risk profile, objectives and our CIO views
- carry out important risk management tasks to meet legal and regulatory requirements as well perform regular portfolio reviews and portfolio health checks
- Increase TRX
Job Reference \#
317444BR
City
Genève
Job Type
Full Time
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 WM Eastern Europe team in Geneva. We are looking for a colleague who can fit into an existing dynamic and successful team.
You will have the chance to exchange ideas and information among team members and work closely with a dedicated Relationship Manager.
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
We are looking for somebody great to work with, so you ideally have:
- working language is English, French and Russian (must) - 80% portfolio is Russian speaking preference
- proven experience in asset gathering and investments, ideally 5 years working in a client-facing role as Investment Advisor or in an Investment Management/Sales role
- a talent for analyzing and solving problems
- investment and UBS product knowledge is an advantage
- a flexible, curious, open-minded and collaborative personality (you-re a people person)
- an excellent communicator, with strong interpersonal skills who is truly service oriented
- ability to build strong client networks, with an entrepreneurial mind-set
- aptitude for digitization and technology
- a mindset for flawless execution procedures and documentation
- capable to work autonomously, under pressure and set your priorities
About us
UBS is the world-s largest and the 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..
We have a presence in all major financial centers in more than 50 countries.
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. 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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
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.