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- Tasks: Provide strategic investment advice to high-net-worth clients and foster long-term relationships.
- Company: UBS, a leading global wealth manager with a client-centric approach.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact by advising clients on their financial goals and market opportunities.
- Qualifications: Experience in wealth management and strong communication skills required.
- Other info: Join a collaborative team focused on delivering tailored investment solutions.
The predicted salary is between 43200 - 72000 £ per year.
Your role – Do you have (the) perfect pitch? Do you follow the markets, even in your spare time? We’re looking for a Premium Advisory Specialist to:
- provide strategic, proactive investment advice to high-net-worth and ultra-high-net-worth clients, ensuring their portfolios align with their financial objectives and risk appetites
- serve as a senior advisor and primary point of contact, fostering deep, long-term client relationships
- identify and capitalize on market opportunities, recommending sophisticated investment solutions across all asset classes
- collaborate with product specialists, investment strategists, and Relationship Managers to deliver comprehensive, client-centric wealth management services
- ensure all advisory activities meet regulatory standards and internal compliance requirements
- lead by example, mentoring junior advisors and contributing to the ongoing development of the team
- stay ahead of market trends, regulatory changes, and product innovations to provide clients with informed, forward-thinking advice
Your team The Active Advisory team specializes in providing clients with proactive, personalized investment advice. We monitor global markets, identify opportunities, and deliver timely recommendations to help clients optimize their portfolios. Our team combines deep market expertise with a client-centric approach, ensuring tailored solutions that align with each client’s financial goals.
Your expertise extensive experience in wealth management, investment advisory, or a senior client-facing financial role in-depth knowledge of global financial markets, investment products, and portfolio management outstanding communication, relationship-building, and leadership skills relevant professional qualifications (e.g., RDR Level 4, CISI, CFA, or equivalent) required proven ability to work collaboratively and drive results in a dynamic, fast-paced environment.
About Us UBS is a leading and truly global wealth manager.
Premium Advisory Specialist in London employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Premium Advisory Specialist in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your market knowledge. Stay updated on current trends and be ready to discuss how they impact investment strategies. Show us you’re not just a candidate, but a market-savvy advisor!
✨Tip Number 3
Practice your pitch! Whether it’s about your experience or a market opportunity, being able to communicate clearly and confidently is key. We want to see that you can engage clients and build relationships effortlessly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our team at UBS.
We think you need these skills to ace Premium Advisory Specialist in London
Some tips for your application 🫡
Craft Your Perfect Pitch: Just like in the role, your application needs to have that perfect pitch! Make sure to highlight your experience and skills that align with the Premium Advisory Specialist position. We want to see how you can provide strategic investment advice and build long-term client relationships.
Show Off Your Market Savvy: We’re looking for someone who follows the markets closely, so don’t be shy about showcasing your knowledge! Mention any relevant market trends or investment strategies you've successfully implemented in the past. This will show us you’re not just a candidate, but a potential asset to our team.
Tailor Your Application: Make your application stand out by tailoring it specifically to the job description. Use keywords from the listing, like 'client-centric' and 'proactive investment advice', to demonstrate that you understand what we’re looking for. It’s all about making that connection!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get the best experience possible. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at UBS
✨Know Your Markets
Make sure you’re up to speed with the latest market trends and investment opportunities. Brush up on recent news, economic indicators, and any significant changes in regulations that could impact wealth management. This will not only show your passion for the role but also demonstrate your proactive approach to investment advice.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've built and maintained strong client relationships in the past. Think about specific instances where you’ve tailored your advice to meet a client's unique financial goals. This will highlight your ability to connect with high-net-worth clients and your understanding of their needs.
✨Demonstrate Leadership Skills
As a Premium Advisory Specialist, you’ll be expected to mentor junior advisors. Be ready to discuss your leadership style and provide examples of how you’ve successfully guided others in previous roles. This will illustrate your capability to lead by example and contribute to team development.
✨Prepare Thoughtful Questions
At the end of the interview, you’ll likely have the chance to ask questions. Prepare insightful queries about the company’s approach to wealth management, their view on current market challenges, or how they support their advisors' professional growth. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
