UBS Financial Services Investment Advisor Levant HNW in Carouge, Switzerland

Your role:

Are you great at answering questions and giving advice? Do you know how to nurture client relationships? We are looking for someone with like this who can:

– ensure smooth execution of day-to-day client queries and orders

– define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Relationship Manager

– proactively manage client book and make sure clients are invested according to their risk profile

– regularly contact clients with investment opportunities

– carry out important risk management tasks to meet legal and regulatory requirements

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 HNWI Near East & Maghreb team in Carouge. We are a dynamic, experienced team of Senior client advisors looking for a new colleague to take responsibility for existing clients and work with relationship managers and associates to onboard new prospects and provide expert advice

Your experience and skills:

You have:

– a university degree, CFA/CIIA a plus

– solid skills and education in financial markets or economics (and you’re passionate about it)

– a gift for analyzing and solving problems

– a successful track record in investment advisory, ideally (but not necessarily) acquired in a Near East Desk

You are:

– truly service oriented

– an excellent communicator, with strong interpersonal skills

– a team player

– a stickler for flawless execution procedures and documentation

– fluent in French and English

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?

Your colleagues:

Job Reference #: 172777BR

Business Divisions: Global Wealth Management

Title: Investment Advisor Levant HNW

City: Carouge

Job Type: Full Time

Country / State: Switzerland - Western Switzerland

Function Category: Client advisory / Relationship management