Job offer

Client Advisor - Global Wealth Management

As a Client Advisor in Global Wealth Management at UBS in Zurich, you will be responsible for supporting professional clients such as financial intermediaries, family offices, and fund managers, helping them find customized solutions. Your tasks will include handling client inquiries and orders, executing transactions, and supporting the team in achieving business goals.

Your role

Are you passionate about client engagement? Do you thrive in taking ownership and working in a structured, organized manner? If so, we invite you to become part of our dynamic team, where your expertise and commitment will make a meaningful impact.
  • Serve as the primary point of contact for professional clients such as financial intermediaries, multi-family offices, and fund managers, providing tailored solutions in daily interactions.
  • Manage and execute client inquiries and orders with precision and efficiency
  • Ensure seamless execution of all client-related processes and transactions, acting as a reliable and trusted advisor
  • Perform both administrative and conceptual tasks to support client needs and business objectives
  • Contribute actively to the achievement of team goals through collaboration and shared responsibility
  • Participate in the distribution of responsibilities within the team to ensure optimal service delivery

Your expertise

  • Several years of experience in a similar role
  • Strong banking knowledge and solid
  • Excellent knowledge of common concepts
  • High risk awareness and can
  • Quick learner with the ability to
  • Independent and team-oriented
  • Excellent communication skills

We offer

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Job details

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