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.
- Other info: Open to career returners; explore our unique comeback programme.
- 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.
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. #J-18808-LjbffrExecutive Director - UK Client Advisor - Wealth Management employer: UBS
UBS is an exceptional employer, offering a dynamic work culture that prioritises flexibility and collaboration, making it ideal for professionals in Wealth Management. With a commitment to diversity and inclusion, employees are empowered to grow their careers through unique opportunities and access to a world-leading platform of products and services. Join us in the heart of the UK's financial landscape, where your expertise will contribute to meaningful client relationships and impactful business growth.
StudySmarter Expert Advice🤫
We think this is how you could land Executive Director - UK Client Advisor - Wealth Management
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like UBS. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from UBS.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like UBS. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Executive Director - UK Client Advisor - Wealth Management
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in UBS and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show UBS how you can be a team player!
How to prepare for a job interview at UBS
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with UBS.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with UBS's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
