Client advisory / Relationship management
Your role
Do you know how to create and drive a culture of asset growth? Are you an expert on risk and supervision? Do you know how to make the right call in challenging situations?
We’re looking for a Desk Head to:
- ensure that the activities of the Desk comply with all relevant regulation, policies and standards. Fostering an effective risk culture and living the GWM Desk Head Risk Supervision Principles
- demonstrate and support an effective sales culture with an effective prospecting, sales & acquisition process, regularly review sales plan performance against the Desk ambition
- lead by example, driving effective business development initiatives, taking personal responsibility for growth of the client and asset base.
- ensure effective use of UBS’s world leading platform of products and services to bring the best of the Bank for the benefit of our clients in achieving their financial goals and objectives.
- Coach each Client Advisor to achieve individual ambitions and deliver the GWM Client Promise
- Regularly assess team members’ strengths and development opportunities, provide candid assessments and drive the implementation of improvement measures.
- assess on a formal basis whether Client Advisers on the Desk have attained and maintained threshold competence as per the WM UK Training and Competence regime.
- lead the team to success and endeavour to ensure that all Client Advisors are sufficiently equipped to provide their clients with appropriate solutions based on the clients' needs, goals, and objectives.
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 as part of the High Net Worth team in London. We are a dynamic and entrepreneurial team who are passionate about clients and their businesses. We’re focused on managing, preserving and growing our clients’ wealth and partner with them to help achieve their goals and aspirations throughout all stages of their life.
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
You will have
- ideally 2 years of experience as a Desk Head or other substantive leadership role with a leading financial institution
- a firm grasp of UK financial markets and regulatory frameworks
- RDR Level 6 qualification in securities and derivatives
- a track record of leadership, mentoring and coaching success
- great communication skills (and you know how to handle challenging situations)
- an ability to quickly adapt to changing market situations, technology and business needs
- a skill at creating a positive business culture
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?
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.