Job offer
Relationship Manager
Here is a brief summary of the job: The Relationship Manager position at UBS in Zurich involves building and maintaining relationships with high net worth clients, advising on investments and managing client assets. The ideal candidate will have experience in client relationship management, wealth management and working with sophisticated clients.
Job description
Tasks
- Building, establishing and growing customer relationships and supporting the further strengthening of market share in the target customer segment and market
- Provide trusted advice to clients in collaboration with colleagues in the investment products and solutions teams
- Development of a plan for the further development of the customer book with measurable results
- Maintaining accurate and up-to-date records of client-investor profiles
- Strategic view of client investments and close monitoring of portfolio quality
- Compliance with all regulations, policies and standards to align with our risk management culture
Requirements
- Experience in relationship management, asset gathering and investments, ideally >5 years in a client facing role in the NRP/NRI and Middle East markets
- Specific experience in the target market
- Track record in serving sophisticated clients
- International work experience an advantage
- Firm understanding of financial markets and strategic perspective
- Ability to build a strong customer network
- Resilient team player and truly service-oriented
- Aptitude for digitalization and technology
- Excellent communication skills
We offer
- New challenges
- Supporting team
- Opportunities for growth
- Flexible working options, if possible
- Inclusive culture
Job details
Training opportunities powered by skillaware.