UBS Financial Services Senior Client Advisor in Toronto, Canada
Are you competitive and service oriented? Do you know how to build long-term relationships? We are looking for someone who demonstrates a strong ability to:
•\tcreate and execute business development strategies to attract and acquire new clients, with a focus on the Canadian market leveraging your in-depth market knowledge and specific expertise.
•\tanalyze clients’ financial needs, goals, sensitivity to risk and investment horizon
•\tprovide high-quality advice/solutions to our clients and work closely together with our product specialists in order to reach the highest client satisfaction.
•\tpartner with other team members to create marketing plans and track prospecting activities.
Our business is evolving. By putting investment management and advice at the heart of our business, we help our clients to navigate the markets while meeting their ongoing demands for wealth preservation and absolute returns.
In order to embrace this challenge at UBS Wealth Management, we expect all our advisors to broaden their role to also offer investment management. This means you will monitor the markets and their developments, anticipating risks and looking for optimal solutions. Because you value teamwork, you will be able to judge at what point to bring in Investment Solution experts to assist your clients. You will also know when to actively approach clients to discuss the progress of their portfolio.
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 part of a high caliber Advisory team. We have opportunities in Toronto, Montreal or Vancouver.
We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth. If you are attracted to an organization where every individual's contribution counts and where your talent will impact our future, please contact us.
Your experience and skills:
At UBS, we understand that who you work with is just as important to you as where you work. Our business is about people and execution. This is why we focus so hard on attracting, retaining and developing the best talent within a strong performance-oriented culture.
As an experienced advisor, you know that clients today demand a level of personal service and sustainable investment performance that can only be provided by the strongest financial organizations.
You need to have the desire to build your portfolio of clients using the resources and expertise of UBS's platforms, products and services and global networks. Motivation to succeed with a self-starter can do attitude will be essential.
•\tdemonstrated experience in wealth management: financial planning, investments, wealth structuring, asset allocation, client management
•\tbuilt trust and effectively manage relationships with clients by thoroughly understanding their needs, providing advice and delivering appropriate products and services
•\tproven ability to drive business results with a broad background in retirement solutions, general investment matters, working knowledge of credit and applicable trust and estate planning issues
•\tdemonstrated understanding of investments, banking and planning concepts including: asset allocation/portfolio construction, equities and fixed income trading, credit/lending, basic trust and estate solutions, retirement planning
•\tat a minimum seven years of progressively responsible banking, investment and personal financial planning/advisory related experience with significant experience in affluent ($2 million or more of investible assets) client relationship management and business development with complex client cases
•\tstrong skills in diplomacy, discretion, and professionalism; ability to build and maintain U/HNW client relationships while driving new business
•\tstrong partnership skills, works within a team environment to ensure that the client's expectations are being met
•\ta relevant undergraduate degree with additional technical training (CIM, CFA, CFP, CSC) a definite asset.
•\texcellent communication and presentation skills and are fluent in English (other languages would be an asset).
•\tbeen registered with the applicable provincial securities commission. If not currently registered, you would be expected to complete the requirements to become registered within 12 to 18 months of hire date.
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 #: 157007BR
Business Divisions: Wealth Management Americas
Title: Senior Client Advisor
Job Type: Full Time
Country / State: Canada
Function Category: Client advisory / Relationship management