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- Tasks: Provide strategic investment advice to high-net-worth clients and identify market opportunities.
- Company: Join UBS, a leading global wealth manager with a collaborative culture.
- Benefits: Flexible working options, supportive team, and opportunities for professional growth.
- Why this job: Make a real impact by advising clients and shaping their financial futures.
- Qualifications: Experience in wealth management and strong communication skills required.
- Other info: Dynamic environment with a focus on collaboration and innovation.
The predicted salary is between 36000 - 60000 £ per year.
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 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 includes:
- 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.
At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
Premium Advisory Specialist employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Premium Advisory Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Premium Advisory Specialist role. You never know who might have the inside scoop on job openings 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 that you’re not just a candidate, but a passionate expert who lives and breathes finance!
✨Tip Number 3
Don’t forget to showcase your relationship-building skills! During interviews, share examples of how you've fostered long-term client relationships in the past. We want to see that you can connect with high-net-worth clients and understand their unique needs.
✨Tip Number 4
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. Let’s make this happen together!
We think you need these skills to ace Premium Advisory Specialist
Some tips for your application 🫡
Craft Your Pitch: Just like in your future role, your application needs to have the perfect pitch! Make sure to highlight your experience in wealth management and investment advisory clearly. Tailor your CV and cover letter to reflect how your skills align with the job description.
Showcase Your Market Knowledge: We want to see that you’re not just familiar with the markets but passionate about them! Include any relevant experiences or insights that demonstrate your understanding of global financial markets and investment products. This will set you apart from the crowd.
Highlight Relationship-Building Skills: As a Premium Advisory Specialist, building long-term client relationships is key. Use your application to showcase examples of how you've successfully fostered client relationships in the past. We love seeing those communication and leadership skills in action!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at UBS!
How to prepare for a job interview at UBS
✨Know Your Market
Stay updated on current market trends and investment opportunities. Research recent developments in the financial sector and be prepared to discuss how they could impact high-net-worth clients' portfolios.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided strategic investment advice in the past. Highlight your ability to align portfolios with clients' financial objectives and risk appetites, demonstrating your expertise in wealth management.
✨Build Rapport
Practice your communication and relationship-building skills. During the interview, focus on establishing a connection with the interviewer by actively listening and engaging in meaningful conversation about client-centric solutions.
✨Demonstrate Leadership
Be ready to discuss your experience mentoring junior advisors or leading teams. Share specific instances where you contributed to team development and how you foster collaboration to drive results in a fast-paced environment.
