Job offer
Client Advisor
UBS is seeking a Client Advisor for Italian high net worth and private clients to build and maintain relationships and provide customized advice. The position involves managing client portfolios, monitoring investments and ensuring regulatory compliance.
Job description
Your role
We are looking for a Client Advisor for Italian high net worth and private clients who:- builds, establishes and grows relationships with customers and potential customers as part of international risk management for the Italian market
- provides clients with trusted advice, in collaboration with colleagues from the investment products and solutions teams
- developed a plan to develop the client book with measurable results, in compliance with all Italian specific rules and regulations
- keeps accurate and up-to-date records of clients' investor profiles
- has a strategic view of clients' investments and closely monitors the quality of their portfolio
- complies with all regulations, policies and standards to be consistent with our risk management culture
Your expertise
- Proven experience in relationship management
- Solid knowledge of the Italian financial market
- Ability to build a strong customer network
- Resilient team player and truly service-oriented
- Aptitude for digitalization and technology
- Very good communication skills in Italian
We offer
- Flexible working models, if the role allows this
- Part-time, job-sharing and hybrid working models (office and home office)
- A purpose-driven culture and global infrastructure that helps us work together in an agile way
- Opportunities for personal and professional development
Job details
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