Job offer
Relationship Manager
Here is a brief summary of the job: The Relationship Manager role at UBS in Zurich involves building and maintaining relationships with high net worth clients, advising on investments and managing assets. The ideal candidate will have experience in client relationship management, asset gathering and investments, particularly in dealing with sophisticated clients.
Job description
Tasks
- Build, establish and grow relationships with customers, helping to further strengthen 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
- Develop a plan to develop the customer book with measurable results
- Maintain accurate and up-to-date records of client-investor profiles
- Have a strategic view of clients' investments and closely monitor the quality of their portfolio
- Comply 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 regulations
- Ability to build a strong customer network
- Resilient team player and truly service-oriented
- Aptitude for digitalization and technology
- Excellent communicator
We offer
- New challenges
- Supporting team
- Opportunities for growth
- Flexible working options, if possible
- Inclusive culture that brings out the best in our employees
Job details