Associate Director - Wealth Management Client Advisor - Newcastle

Associate Director – Wealth Management Client Advisor – Newcastle

Location: United Kingdom, Newcastle upon Tyne

Division: Global Wealth Management

Job Reference #: 321467BR

Job Type: Full Time

Your role

Are you at your best when serving clients and building long-term relationships? Are you seeking to build a career in Wealth Management? We are looking for someone who can:

1. Establish long-term mutually beneficial relationships with clients, focusing on the North East & Yorkshire HNW client market.
2. Drive an effective prospecting and acquisition strategy to manage and grow a book of HNW clients.
3. Utilize UBS’s platform of products and services to help clients achieve their financial goals.
4. Engage effectively with colleagues within GWM and IB/AM divisions under our One Bank philosophy.

This role is based in our UK regional business in Newcastle, part of UBS UK Domestic Wealth Management.

Our commitment to diversity

We believe diversity helps us grow. We are dedicated to fostering and advancing diversity, equity, and inclusion, which strengthens our business and benefits our clients.

Your expertise

• Relevant experience in financial services with exposure to Wealth Management.
• Proven experience servicing clients in line with all relevant regulations, policies, and standards.
• Minimum RDR level 4 qualification, with a preference for level 6.
• Client service orientation with direct experience in Wealth Management advisory roles (e.g., Relationship Manager, Financial Planner, Investment Advisor).
• Excellent communication and presentation skills.
• Resilient team player.
• Highly organized with the ability to manage urgent and competing deadlines daily.

About us

UBS is the world\’s largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. We have a presence in all major financial centers across more than 50 countries.

We value our diverse workforce and are committed to an inclusive culture that supports growth, collaboration, and flexibility. We are dedicated to disability inclusion and provide reasonable accommodations during our recruitment process.

Equal Opportunity Employer

UBS respects and promotes diversity, supporting individuals from all backgrounds and perspectives.

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