Job of the week: Client Advisor | Financial Intermediaries | London

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UBS are looking for a Client Advisor, based in London. You will be working in the Wealth Management team in London as part of the in Financial Intermediaries team UK segment. You will be part of a team of seven people. Our role is to provide WM platform solutions to regulated financial intermediaries, both based in the UK and internationally. Our team offers custody and execution services amongst other platform solutions to intermediaries.

Are you a proactive, solution-oriented thinker? Do you have a proven track record in client advising? We are looking for someone who can help us:

  • understand each client and establish long-term client partnerships
  • to operate the day-to-day business with our financial intermediary partners and develop these relationships further in order to attract new end-clients.
  • create and implement a strategic FIM client book development plan with measurable actions
  • comply with all regulation, policies and standards, contributing to an effective risk culture

 

 

 

You have:

  • proven experience in a similar position
  • a firm grasp of financial markets and regulatory frameworks
  • an entrepreneurial mindset, negotiation skills, as well as a high degree of flexibility and ownership
  • -have a good knowledge of the UBS platform and be able to identify opportunities to present these to the FIM
  • built a strong network of trustworthy client relationships

You are:

  • always looking to improve the client experience
  • able to carry out sophisticated investment strategies in partnership with the financial intermediary
  • keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management
  • A perfectionist in everything you do (that includes, of course, documentation)
  • fluent in multiple relevant languages

 

 

APPLY HERE

 

 

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