Executive Director - UK Client Advisor - Wealth Management

Client advisory / Relationship management

Global Wealth Management

Your role

Are you at your best when developing new business, serving clients and building long-term relationships? Are you looking to progress your career in a role with the global leader in Wealth Management? We are looking for someone who can help us:

• establish long-term mutually beneficial client relationships with a focus on the UK HNW market targeting both RD and RND individuals with a minimum £5m investable wealth.
• drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients.
• ensure effective use of UBS’s world leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives. This includes discretionary and advisory solutions across all asset classes and tailored solutions for clients.

You’ll be working in the UK HNW team which forms part of the UBS UK Domestic Wealth Management business.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

• proven track record in the wealth management industry over a minimum 10 year period working with a cross-section of both complex and non-complex client relationships.
• proven experience servicing RD and RND clients in line with all relevant regulation, policy and standards.
• minimum RDR level 4 qualified, but preference for level 6.
• truly service-oriented.
• self-motivated and able to develop a comprehensive business plan.
• passionate about driving business growth in a forward-thinking and responsible fashion.

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.