Director, Wealth Management Client Advisor - Manchester at UBS Group AG
UBS Group AG · Manchester, United Kingdom · Onsite
- Senior
- Office in Manchester
Your role
Help us to:
• establish long-term mutually beneficial relationships with clients with a focus on HNW & UHNW individuals and families across the north of England.
• ensure effective use of UBS’s world leading platform of products and services to bring best in class service and advice for the benefit of our clients in achieving their financial goals and objectives
• drive an effective prospecting and acquisition strategy to identify and grow a book of (U)HNW clients
• ensure effective engagement with colleagues within GWM and IB/AM divisions to leverage full UBS capabilities and opportunities under our One Bank philosophy, leveraging our scale and expertise of our specialists.
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Join us
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
Your team
Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise :
You will have relevant experience in financial services with an exposure to Wealth Management & proven experience servicing clients in line with all relevant regulation, policy and standards
Your expertise
• truly service oriented
• an excellent communicator, with great presentation skills
• a resilient team player
• highly organized and able to manage urgent and competing deadlines on a daily basis
About us
We have a presence in all major financial centers in more than 50 countries.