Switzerland - Western Switzerland
Client advisory / Relationship management
Global Wealth Management
Your role
Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? Do you have a passion for and understanding of the Eastern Europe markets and culture?
We are looking for an Investment Advisor for HNW/UHNW clients in our region to:
1. Develop a mutual understanding with the client and establish trustworthy partnerships, focusing on operational excellence, regular tactical advice, and investment opportunities.
2. Ensure smooth execution of day-to-day client queries and orders.
3. Define advisory processes and agreements that best meet our clients' needs, in cooperation with the Relationship Manager.
4. Proactively manage the client portfolio, ensuring investments align with their risk profile, objectives, and our CIO views.
5. Carry out risk management tasks to meet legal and regulatory requirements, including regular portfolio reviews and health checks.
6. Increase transaction volume (TRX).
Job Reference # 317444BR
City Genève
Job Type Full Time
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You will work in the WM Eastern Europe team in Geneva. We seek a colleague who can fit into our dynamic and successful team. You will have the opportunity to exchange ideas and collaborate closely with a dedicated Relationship Manager.
Diversity helps us grow, together. We are committed to fostering diversity, equity, and inclusion, which strengthens our business and benefits our clients.
Your expertise
We are looking for someone with:
* Proficiency in English, French, and Russian (must); 80% of the portfolio is Russian-speaking.
* Proven experience in asset gathering and investments, ideally 5 years in a client-facing role such as Investment Advisor or Investment Management/Sales.
* Strong problem analysis and resolution skills.
* Investment and UBS product knowledge is advantageous.
* A flexible, curious, open-minded, and collaborative personality.
* Excellent communication and interpersonal skills, with a service-oriented approach.
* Ability to build strong client networks with an entrepreneurial mindset.
* Interest in digitization and technology.
* Commitment to flawless execution and documentation procedures.
* Ability to work autonomously, under pressure, and prioritize effectively.
About us
UBS is the world's largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. Our global presence spans over 50 countries in major financial centers.
Join us
At UBS, our people drive our success. We are dedicated to our craft, passionate about our culture, and committed to diversity, equity, and inclusion. We offer opportunities for growth, flexible working options, and a supportive environment. Collaboration is at the heart of everything we do, because together, we are more than ourselves.
We are committed to disability inclusion. If you need accommodations during our recruitment process, please contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and empower individuals from diverse backgrounds, perspectives, skills, and experiences.
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