UBS Financial Services Client Advisor - Affluent, based in Birmingham in Birmingham, United Kingdom

Your role:

Are you at your best when serving clients and building long-term relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us:

– establish long-term mutually beneficial relationships with clients with a focus on the UK Affluent market

– keep accurate, up-to-date client documentation on an ongoing basis

– manage and grow a book of clients invested through our discretionary and Limited Advice CIO house strategies

– 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.

Your team:

You’ll be working in the UK Affluent team servicing clients with invested assets of up to £2m with a focus on Discretionary and Limited Advice led management.

The UK Affluent desk forms part of the UK Domestic Wealth Management business.

Your experience and skills:

You have:

– relevant experience in financial services with an exposure to Wealth Management

– a keen interest in financial products and services

– a firm grasp of financial markets and regulatory frameworks

– proven experience servicing clients in line with all relevant regulation, policy and standards

You are:

– RDR level 4 qualified

– truly service oriented

– an excellent communicator, with great presentation skills

– a resilient team player

– highly organized and able to manage urgent and competing deadlines on a daily basis

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 more than 50 countries. Do you want to be one of us?

Job Reference #: 164530BR

Business Divisions: Wealth Management

Title: Client Advisor - Affluent, based in Birmingham

City: Birmingham

Job Type: Full Time

Country / State: United Kingdom

Function Category: Client advisory / Relationship management