UBS

Client Advisor Global Family & Institutional Wealth

14 Tage alt

Angaben zum Job

UBS
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

Bewerben

Bewerben Sie sich direkt auf der Webseite von UBS.