UBS Financial Services Client Advisor Assistant High Net Worth - Birmingham in Birmingham, United Kingdom

Job Reference #:


Business Divisions:

Wealth Management

Your role:

Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising? We are looking for someone who can help us:

•service clients in the High Net Worth segment of our Wealth Management business

•support the Client Advisor in all aspects of managing the client relationship to ensure that administrative and organizational arrangements, and client related processes are completed and continuously improved

•open accounts, arrange payments, place investments, reconsolidate investments, be responsible for FX & Money Markets instructions

•liaise with other departments including; with Legal, Compliance, Business Management and Operations

•to support the running of the office from a non-client perspective


Client Advisor Assistant High Net Worth - Birmingham



Job Type:

Full Time

Country / State:

United Kingdom

Function Category:

Business management, administration and support

What we offer:

Together. That’s how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Why UBS? Video

Take the next step:

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.

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.

Your team:

You’ll be working in the High Net Worth (HNW) department in Birmingham, servicing clients in the High Net Worth segment of our Wealth Management business. You'll be supporting 2-3 Client Advisors.

Your experience and skills:

Your have:

•experience in UK Financial Services industry ideally within the Front Office Environment

•strong interpersonal and communication skills

•proven track record of working in a team

•a flexible working approach

You are:

•an organized and motivated individual

•comfortable with acting as an intermediary between front and back office operations

•IT literate

About us:

Expert 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 almost 900 offices and more than 50 countries. Do you want to be one of us?