Client advisory / Relationship management
Your role
Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We’re looking for a client advisor for the Jersey Private Clients team to:
- build, establish and grow client relationships, with a focus on the local Fiduciary market
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You’ll be working in the High Net Worth (HNW) team in Jersey. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.
Your expertise
- proven experience with relationship management, asset gathering and investments within the local Fiduciary market - ideally 10 years + experience
- minimum RDR level 4 relevant qualification, but preference for level 6
- strong network and a firm grasp of the Jersey market and regulatory frameworks
- an excellent communicator
- resilient team player and truly service oriented, who is highly organised and able to manage urgent and competing deadlines on a daily basis.
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
How we hire
There are no internal applicants at present and the talent pool is limited in Jersey, so the role needs to be posted on LinkedIn and agencies consulted immediately.
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.