- Senior
- Office in Geneva
Your role
Manage the acquired portfolio as a team with the Investment Advisor
Ensure that prospect/client needs are assessed, and risk appetite is understood and respected-
Drive growth by building a long term, sustainably profitable client book by New Client Acquisition.
Are you a people person? Do you know how to give superior investment advice that grows client wealth?
We're looking for a Senior Relationship Manager to:
• 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
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We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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UBS Recruiting
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Your team
bank with a truly global wealth manager. As a Senior Relationship Manager, you'll play an important role in helping us expand our business in Egypt.
Your expertise
• extensive knowledge of financial products and services,
• proven track record in finding solutions for clients, be it on a discretionary or advisory basis
• great at building networks and connections (people want to know you)
• extremely organized, with great planning skills and efficient time
management
• excellent communicator, with great presentation skills
• fluent in English and Arabic
About us
We have a presence in all major financial centers in more than 50 countries.