
Client Advisor Global Family & Institutional Wealth
14 Tage altAngaben zum Job

Firma | UBS |
Kategorie | Banking / Versicherung | Pensum | 100% |
Einsatzort | Zürich |
Job-Inhalt
Are you a dynamic investment professional who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales with focus on Derivatives and Structured Products? Are you a proven risk manager?
We’re looking for a client advisor for Global Family & Institutional Wealth (GFIW) clients to:
• manage day-to-day client interaction and tasks related to an existing top tier client book with focus on cross-asset Derivatives, Structured Products and complex financing transactions
• create and implement a strategic client book development plan with measurable actions
• provide pro-active trusted advice to clients in collaboration with colleagues in investment products and solutions teams across the Investment Bank and Global Asset Management
• support the Relationship Manager by leveraging the entire bank and proactively promoting multi-shoring services
• take a strategic view of clients’ investments and closely monitor their portfolio quality
• grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
• understand each client and establish long-term client partnerships
• select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
• comply with all regulation, policies and standards, contributing to an effective risk culture