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Relationship manager

Lugano
UBS Financial Services
EUR 30’000 - EUR 80’000 pro Jahr
Inserat online seit: 5 Juni
Beschreibung

Relationship Manager

Location: Switzerland - Ticino, Zürich, Chiasso, Lugano

Sector: Global Wealth Management


Your Role

Are you a people person with a knack for supporting Client Advisors and growing business? Do you excel at networking, advising, and closing deals? We are seeking a Relationship Manager to:

1. Develop and maintain trustworthy client relationships with a focus on strategic advice.
2. Manage and grow a client portfolio effectively.
3. Define advisory processes and agreements tailored to client needs, in collaboration with the Client Advisor.
4. Assist the Client Advisor in identifying new business opportunities.
5. Ensure client management promotes a strong risk culture within the team.


Your Career Comeback

We welcome applications from career returners. Learn more at ubs.com/careercomeback.


Your Team

You will be part of the Italy International team based in Chiasso, Lugano, or Zurich, serving Italian clients. Our focus is on managing, preserving, and growing client wealth, including succession planning. We provide ongoing training and development to support your growth and serve our clients effectively.


Your Expertise

* Experience in wealth management or planning.
* Knowledge of financial products and services.
* Proven ability to find client solutions.
* Strong networking skills.
* Resilient, service-oriented team player.
* Highly organized with excellent planning and time management.
* Excellent communication and presentation skills.
* Proficiency in Italian and fluency in English.


About Us

UBS is the world's largest global wealth manager, operating in over 50 countries with divisions in wealth management, banking, asset management, and investment banking. We are committed to diversity and inclusion, fostering a supportive environment for all employees.


Join Us

At UBS, we value diverse skills and backgrounds, offering opportunities for growth, flexible work, and an inclusive culture. We are committed to disability inclusion and providing accommodations during recruitment.


Contact Details

UBS Business Solutions SA, UBS Recruiting


Policy & Disclaimers

UBS is an Equal Opportunity Employer. We respect and empower individual diversity and experiences.

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