Job offer
Relationship Manager
Here is a brief summary of the job: The Relationship Manager position at UBS in Geneva involves servicing high net worth private clients, acquiring new clients and managing client portfolios. The focus is on developing long-term, profitable client relationships through strategic advisory and quantitative client acquisition.
Job description
Tasks
- Acquire a sizable NNM from a HNW and UHNW prospects
- Manage the acquired portfolio as a team with the Investment Advisor
- Ensure that prospect/client needs are assessed, and risk appetite is understood and respected
- Drive growth by building a long term, sustainably profitable client book through New Client Acquisition
Main tasks
- develop and maintain trustworthy client partnerships with the main focus on strategic advice
- implement a quantitative prospect development plan with measurable actions
Requirements
- previous experience in wealth management
- extensive knowledge of financial products
- proven track record in finding solutions
- great at building networks and connections
- extremely organized, with great planning management
- excellent communicator, with great presence
- fluent in English and Arabic
We offer
- new challenges
- a supportive team
- opportunities to grow
- flexible working options when possible
- an inclusive culture
Job details
Training opportunities powered by skillaware.