Switzerland - Zürich
Client advisory / Relationship management
Global Wealth Management
Job Reference #
324375BR
City
Zürich
Job Type
Full Time
Your role
Are you a dynamic investment specialist with relationship manager skills who delivers an exceptional client experience? Do you have a very strong track record in client advisory and sales? Are you a proven risk manager?
We’re looking for a relationship manager for HNW/UHNW in the NRI/NRP (non-resident India & Pakistan) client segment to:
We’re looking for a relationship manager for HNW/UHNW in the NRI/NRP (non-resident India & Pakistan) client segment to:
- build, establish and grow client relationships and support in further strengthening the market share in the target client segment and 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 team
You'll be working in the NRI/NRP team, based in Zurich.
We’re focused on managing, preserving and growing our clients’ wealth holistically, and to 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 relationship manager, you’ll play an important role in helping us stay a global leader in wealth management.
We’re focused on managing, preserving and growing our clients’ wealth holistically, and to 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 relationship manager, you’ll play an important role in helping us stay a global leader in wealth management.
Your expertise
- proven experience in relationship management, asset gathering and investments, ideally >5 years working in a client-facing role in the NRP/NRI and Middle East markets
- specific experience in the target market and segment with strong client network
- track record in dealing with highly sophisticated and demanding clientele from the key markets required including the respective network
- international work experience beneficial (ideally in the Middle East or the target markets)
- firm grasp of financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator
About us
UBS is the world’s largest and the 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.
We have a presence in all major financial centers in more than 50 countries.
We have a presence in all major financial centers in more than 50 countries.
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. 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.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
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.
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