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For Companies At a Glance
- Tasks: Build long-term client relationships and drive business growth in wealth management.
- Company: Join UBS, a global leader in Wealth Management with a supportive culture.
- Benefits: Flexible working options, career growth opportunities, and a diverse, inclusive environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with innovative solutions.
- Qualifications: 10+ years in wealth management, RDR level 4 or 6 qualified, and service-oriented mindset.
- Other info: Collaborative team atmosphere with a commitment to diversity and inclusion.
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 experienced Wealth Managers to join our successful and growing UK business who can help us:
- establish long-term mutually beneficial client relationships with a focus on the UK HNW market targeting UK based clients with a minimum of £10 million of 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 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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your team
You'll be working in the UK HNW team which supports clients with between £10 -100 million of investable assets and 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 UK based 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 a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves.
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Wealth Management Client Advisor - Director/ Executive Director employer: UBS
Contact Detail:
UBS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Client Advisor - Director/ Executive Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the wealth management industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those long-term relationships!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your proven track record in wealth management. Share specific examples of how you've successfully managed HNW clients and driven business growth.
✨Tip Number 3
Be proactive in your job search! Instead of just waiting for job postings, reach out directly to companies you admire, like UBS. Express your interest in their work and ask if they have any upcoming opportunities. You never know what might come up!
✨Tip Number 4
Utilise our website for applications! We’ve got loads of resources to help you land that dream role. Check out ubs.com/careers for the latest openings and tips on how to stand out in your application process. Let’s get you that job!
We think you need these skills to ace Wealth Management Client Advisor - Director/ Executive Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Management sector. Highlight your experience with HNW clients and any relevant qualifications. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us about your passion for wealth management and how you’ve built long-term client relationships. Keep it engaging and personal, so we can get to know you better.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Quantify your successes in previous roles, especially those related to business growth and client satisfaction. Numbers speak volumes!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Let’s make this happen together!
How to prepare for a job interview at UBS
✨Know Your Numbers
Make sure you’re well-versed in the financial metrics and market trends relevant to high-net-worth clients. Be prepared to discuss how you’ve successfully managed portfolios and driven growth in your previous roles.
✨Showcase Relationship Building Skills
Prepare examples that highlight your ability to establish and maintain long-term client relationships. Think of specific instances where you’ve turned prospects into loyal clients, especially in the UK HNW market.
✨Demonstrate Your Service Orientation
Be ready to discuss how you prioritise client needs and tailor solutions to meet their financial goals. Share stories that illustrate your commitment to exceptional service and how it has benefited your clients.
✨Emphasise Collaboration
Since collaboration is key at UBS, think of examples where you’ve worked effectively within a team. Highlight how you’ve leveraged diverse skills and perspectives to achieve common goals in wealth management.
