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- Tasks: Manage client relationships and gather assets in the South African market.
- Company: UBS is a leading global financial services firm operating in over 50 countries.
- Benefits: Enjoy competitive pay and opportunities for professional growth in a dynamic environment.
- Why this job: Join a reputable firm with a strong culture of innovation and client focus.
- Qualifications: 5+ years in a client-facing role, ideally with RE5 certification and knowledge of UK markets.
- Other info: Equal Opportunity Employer; we value diversity and inclusivity in our workforce.
The predicted salary is between 43200 - 72000 £ per year.
Proven experience in relationship management, asset gathering, and investments, ideally 5+ years in a client-facing role in the South African market. Ideally, the candidate should already hold the required regulatory exam (RE5). A good understanding of the product set required within the HNW segment. Knowledge of UK financial markets and regulatory framework. Ability to build strong client networks, with an entrepreneurial mindset.
Client Advisor - South Africa/West Africa desk employer: UBS
Contact Detail:
UBS Recruiting Team
accessibility@talentify.io
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor - South Africa/West Africa desk
✨Tip Number 1
Network with professionals in the South African financial market. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients who can provide insights and referrals.
✨Tip Number 2
Stay updated on the latest trends and regulations in both the South African and UK financial markets. This knowledge will not only enhance your conversations with clients but also demonstrate your commitment to the role.
✨Tip Number 3
Consider reaching out to current or former employees of UBS to gain insights into the company culture and expectations for the Client Advisor role. This can help you tailor your approach during interviews.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and gathered assets in your previous roles. Highlighting your entrepreneurial mindset will resonate well with the hiring team.
We think you need these skills to ace Client Advisor - South Africa/West Africa desk
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your proven experience in relationship management and asset gathering. Detail your client-facing roles, especially those related to the South African market, and how they align with the requirements of the position.
Showcase Regulatory Knowledge: If you hold the required regulatory exam (RE5), mention it prominently in your application. Additionally, demonstrate your understanding of the UK financial markets and regulatory framework, as this is crucial for the role.
Demonstrate Networking Skills: Illustrate your ability to build strong client networks. Provide examples of how you've successfully developed relationships in previous roles, showcasing your entrepreneurial mindset and approach to client engagement.
Tailor Your CV and Cover Letter: Customise your CV and cover letter to reflect the specific skills and experiences that UBS is looking for. Use keywords from the job description to ensure your application stands out and aligns with their expectations.
How to prepare for a job interview at UBS
✨Showcase Your Relationship Management Skills
Since the role requires proven experience in relationship management, be prepared to discuss specific examples of how you've successfully built and maintained client relationships in the South African market.
✨Demonstrate Knowledge of Financial Products
Familiarise yourself with the product set required within the High Net Worth (HNW) segment. Be ready to explain how these products can benefit clients and how your knowledge can help UBS stand out in the market.
✨Understand Regulatory Frameworks
Make sure you have a solid understanding of the UK financial markets and regulatory framework. This will show that you are well-prepared and can navigate the complexities of the industry effectively.
✨Exhibit an Entrepreneurial Mindset
UBS values candidates with an entrepreneurial spirit. Prepare to discuss instances where you've taken initiative or identified opportunities for growth, as this will demonstrate your proactive approach to client management.
