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- Tasks: Assist clients in financial services and wealth management while adhering to regulations.
- Company: UBS is a leading global financial services firm operating in over 50 countries.
- Benefits: Enjoy a diverse workplace with opportunities for growth and development.
- Why this job: Join a dynamic team where your communication skills and service orientation shine.
- Qualifications: Must be RDR level 4 qualified, preferably level 6, with client servicing experience.
- Other info: Equal Opportunity Employer; accommodations available for applicants with disabilities.
The predicted salary is between 36000 - 60000 £ per year.
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.
You are:
- Minimum RDR level 4 qualified, but preference for level 6
- 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 the company: UBS is a global firm providing financial services in over 50 countries.
Client Advisor - Regions employer: UBS
Contact Detail:
UBS Recruiting Team
accessibility@talentify.io
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor - Regions
✨Tip Number 1
Make sure to highlight your experience in financial services, especially in Wealth Management. Be prepared to discuss specific examples of how you've serviced clients while adhering to regulations and policies.
✨Tip Number 2
Demonstrate your communication skills by preparing to engage in a mock client meeting or presentation during the interview. This will showcase your ability to convey complex information clearly and effectively.
✨Tip Number 3
Showcase your organisational skills by discussing how you manage competing deadlines. Consider sharing a time when you successfully prioritised tasks under pressure, as this is crucial for the role.
✨Tip Number 4
Emphasise your team player mentality by preparing examples of how you've collaborated with colleagues to achieve common goals. This will resonate well with the company's focus on teamwork.
We think you need these skills to ace Client Advisor - Regions
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasise your experience in financial services and Wealth Management. Use specific examples that demonstrate how you've serviced clients while adhering to regulations and policies.
Showcase Qualifications: Clearly state your RDR qualifications, especially if you hold level 6. This will help you stand out as a candidate who meets the preferred criteria for the role.
Demonstrate Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively communicated with clients or presented information. Consider adding a brief anecdote that showcases your presentation skills.
Organisational Skills: Illustrate your ability to manage competing deadlines by providing examples of how you've successfully prioritised tasks in previous roles. This will show that you're highly organised and can handle the demands of the position.
How to prepare for a job interview at UBS
✨Showcase Your Financial Services Experience
Make sure to highlight your relevant experience in financial services, particularly in Wealth Management. Be prepared to discuss specific examples of how you've serviced clients while adhering to regulations and policies.
✨Demonstrate Your Communication Skills
As an excellent communicator, you should be ready to showcase your presentation skills during the interview. Practice explaining complex financial concepts in a clear and concise manner, as this will reflect your ability to engage with clients effectively.
✨Emphasise Your Service Orientation
Since the role requires a truly service-oriented mindset, prepare to discuss instances where you went above and beyond for clients. This could include resolving issues or providing tailored advice that enhanced their experience.
✨Prepare for Teamwork Scenarios
Being a resilient team player is crucial for this position. Think of examples where you successfully collaborated with colleagues to meet deadlines or tackle challenges, and be ready to share these stories during your interview.
