UBS Financial Services Relationship Manager Wealth Management Affluent Israel in Herzliya Pituach, Israel

Your role:

Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for someone like that who can:

– develop and maintain trustworthy client partnerships with the main focus on strategic advice

– implement a quantitative prospect development plan with measurable actions

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

– provide high-quality investment options for clients, working closely with team members and specialists from other areas

– grow local market network by referrals and by identifying new prospects

– make sure clients are managed in a manner that contributes to an effective risk culture on the team

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.

Contact Details:

UBS HR Recruiting Switzerland

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 Wealth Management Affluent team in the local representative office in Herzliya Pituach. We are a young and ambitious team operating in a dynamic and challenging financial environment.

Your experience and skills:

You have:

– a university degree in Economics / Finance

– an ISA license

– a strong understanding of the Israeli business market including the regulatory landscape

– experience in successful acquisition and development of Israeli Affluent clients

– a strong network in Israel with personal contact to potential Affluent clients

– comprehensive knowledge in financial products and services

– experience in working in large organizations and in leveraging global resources

You are:

– an expert at building networks and connections (people want to know you)

– extremely organized, with great planning skills and efficient time management

– an excellent communicator, with great presentation skills

– fluent in 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 #: 170766BR

Business Divisions: Global Wealth Management

Title: Relationship Manager Wealth Management Affluent Israel

City: Herzliya Pituach

Job Type: Full Time

Country / State: Israel

Function Category: Business development, Client advisory / Relationship management, Financial Advisors, Portfolio and fund management