Job offer

Relationship Manager

Here's a brief summary of the job: As a Relationship Manager at UBS, you will be responsible for developing and maintaining trusted client relationships in Global Wealth Management. You will support relationship managers in identifying business opportunities and drive an effective strategy to manage and develop client books.

Job description

Tasks

  • Development and maintenance of trusting client relationships with a focus on strategic consulting
  • Implement an effective strategy for managing and developing a customer book
  • Definition of advisory processes and agreements that meet the client's needs in collaboration with the client advisor
  • Supporting the client advisor in identifying potential business opportunities within their own book
  • Ensure that clients are managed in a way that contributes to an effective risk culture within the team
  • Building long-term, mutually beneficial relationships with customers
  • Continuous expansion of your own network

Requirements

  • Experience in asset management
  • Knowledge of financial products and services
  • Successful experience in finding solutions
  • Excellent networking and contact building skills
  • Resilient team player with a strong sense of service orientation
  • Very organized with excellent planning and prioritization skills
  • Excellent communication skills with outstanding presentation skills
  • Fluency in Italian and/or English

We offer

  • New challenges
  • A supportive team
  • Opportunities for growth
  • Flexible working options, if possible
  • An inclusive culture that promotes employee diversity

Job details

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