UBS Financial Services Client Advisor - Financial Intermediaries - based in Jersey UK in St. Helier,
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
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.
Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).
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.
You will be working in the Wealth Management team in Jersey, UK as part of the Financial Intermediaries team UK segment. 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.
Your experience and skills:
–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
–built a strong network of trustworthy client relationships
–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)
–must be at least RDR level 4 qualified
–fluent in multiple relevant languages
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?
Job Reference #: 158771BR
Business Divisions: Wealth Management
Title: Client Advisor - Financial Intermediaries - based in Jersey UK
City: St. Helier
Job Type: Full Time
Country / State: Jersey
Function Category: Client advisory / Relationship management