Director - Wealth Management Client Advisor - Scotland
UBS · United Kingdom
Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you a passionate relationship manager who delivers an exceptional client experience? Are you a proven risk manager?We’re looking for a Client Advisor in Edinburgh, United Kingdom, to cover our Scottish and Northern Irish (U)HNW clients.
• build, establish and grow your client relationships within the (U)HNW segment
• extensive networker, proven acquisition talent and passionate knowledge of the (U)HNW field
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams.
• extensive network in order to facilitate the acquisition of new (U)HNW clients
• have a plan to develop the client book with measurable outcomes
• experience in relationship management as a Private Banker, asset gathering and providing investment advice, working in a client-facing role
• 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
• keep accurate and up-to-date records
• comply with all regulations, policies and standards to be in line with our risk management culture