Relationship Manager WM Turkiye
UBS · Zürich
Are you a people person? Do you know how to give superior investment advice that grows client wealth?We’re looking for someone like that who can:
– define and implement a strategy to expand our Global HNW/UHNW client base
– identify potential HNW/UHNW clients, build and manage a prospect pipeline
– implement a quantitative prospect development plan with measurable actions
– grow the local market network by referrals and by identifying new prospects
– develop and maintain trustworthy client partnerships with the main focus on strategic advice
– define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Client Advisor
– provide high-quality investment options for clients, working closely with team members and specialists from other areas
– make sure clients are managed in a manner that contributes to an effective risk culture on the team
– ensure availability of all relevant information and documentation including KYC of all clients and prospects to meet regulatory requirements
– orchestrate a global team of solution providers and specialists to cover complex client and prospect needs on a holistic basis
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