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For Companies At a Glance
- Tasks: Develop client relationships and drive business growth in wealth management.
- Company: UBS is the world's largest global wealth manager with a diverse range of services.
- Benefits: Enjoy flexible working arrangements, including hybrid options and a supportive culture.
- Why this job: Join a purpose-led team that values diversity and empowers individual growth.
- Qualifications: 10+ years in wealth management with proven experience in servicing high-net-worth clients.
- Other info: Open to career returners; explore our unique comeback programme.
The predicted salary is between 43200 - 72000 £ per year.
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.
Join us
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.
Your team
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.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today.
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Executive Director - UK Client Advisor - Wealth Management employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Executive Director - UK Client Advisor - Wealth Management
✨Tip Number 1
Network strategically within the wealth management sector. Attend industry events, webinars, and conferences where you can meet potential clients and other professionals. Building relationships in person can significantly enhance your visibility and credibility.
✨Tip Number 2
Leverage social media platforms like LinkedIn to showcase your expertise in wealth management. Share insights, articles, and success stories that highlight your experience with HNW clients. This will help position you as a thought leader in the field.
✨Tip Number 3
Research UBS's current offerings and recent developments in their wealth management services. Being well-informed about their products will allow you to engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 4
Prepare for the interview by practising responses to common questions related to client acquisition and relationship management. Use specific examples from your past experiences to illustrate your skills and successes in these areas.
We think you need these skills to ace Executive Director - UK Client Advisor - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management, particularly with high-net-worth clients. Emphasise your proven track record and any relevant qualifications, such as RDR level 4 or 6.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client relationships and business growth. Mention specific strategies you've used in the past to acquire and manage HNW clients, aligning your experience with UBS's goals.
Highlight Relevant Experience: In your application, focus on your experience servicing RD and RND clients. Provide examples of how you've navigated complex client relationships and adhered to regulations, policies, and standards.
Showcase Your Business Acumen: Demonstrate your ability to develop comprehensive business plans. Include examples of how you've driven business growth in previous roles, showcasing your self-motivation and service-oriented approach.
How to prepare for a job interview at UBS
✨Showcase Your Client Relationship Skills
In this role, building long-term relationships is key. Be prepared to discuss specific examples of how you've successfully developed and maintained client relationships, particularly with high-net-worth individuals.
✨Demonstrate Your Industry Knowledge
With a minimum of 10 years in wealth management, you should be well-versed in industry trends and regulations. Brush up on current market conditions and be ready to share insights that reflect your expertise.
✨Prepare a Business Plan
As a self-motivated candidate, you should come equipped with a comprehensive business plan. Outline your strategies for prospecting and acquiring new clients, and be ready to discuss how you would leverage UBS's platform to achieve financial goals.
✨Emphasise Your Service Orientation
UBS values a service-oriented approach. Highlight your commitment to client satisfaction and provide examples of how you've gone above and beyond to meet client needs in previous roles.
