Client Advisor / Relationship Management - Global Wealth Management
Location: Chiasso, Italy
Job Type: Full Time
Your Role
Are you a people person? Do you know how to support Client Advisors to grow our business? Are you a networker who loves talking to potential clients? Do you have a strong track record in advising and sales? Can you close deals?
We are looking for a Relationship Manager to:
1. Develop and maintain trustworthy client partnerships focusing on strategic advice.
2. Drive effective strategies to manage and develop a client book.
3. Define advisory processes and agreements that meet clients’ needs, in cooperation with the Client Advisor.
4. Support Client Advisors in identifying potential business opportunities within their client base.
5. Ensure clients are managed in a manner contributing to an effective risk culture within the team.
6. Establish long-term, mutually beneficial relationships with clients.
Team and Location
You will be part of the Italy International team in Chiasso, serving Italian-based clients. Our focus is on managing, preserving, and growing client wealth, as well as planning for succession. We provide ongoing training and education to support your development and to better serve our clients.
Required Expertise
* Experience in wealth management and/or wealth planning.
* Knowledge of financial products and services.
* Proven success in finding solutions for clients.
* Strong networking and relationship-building skills.
* Resilient team player with a service-oriented mindset.
* Highly organized with excellent planning and time management skills.
* Excellent communication and presentation skills.
* Proficiency in Italian and fluency in English is required.
About UBS
UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. Our global presence and expertise set us apart.
We value our diverse workforce, prioritize personal development, and foster an inclusive culture. We are committed to disability inclusion and provide reasonable accommodations during our recruitment process.
Contact
UBS Business Solutions SA
UBS Recruiting
Equal Opportunity Statement
UBS is an Equal Opportunity Employer, respecting and empowering individuals from diverse backgrounds and experiences.
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