Stellenangebot

Client Advisor - Global Wealth Management

Als Client Advisor im Global Wealth Management bei UBS in Zürich bist du für die Betreuung von professionellen Kunden wie Finanzintermediären, Family Offices und Fondsmanagern verantwortlich und unterstützt diese bei der Suche nach individuellen Lösungen. Deine Aufgaben umfassen die Abwicklung von Kundenanfragen und -aufträgen, die Durchführung von Transaktionen und die Unterstützung des Teams bei der Erreichung von Geschäftszielen.

Ihre Rolle

Are you passionate about client engagement? Do you thrive in taking ownership and working in a structured, organized manner? If so, we invite you to become part of our dynamic team, where your expertise and commitment will make a meaningful impact.
  • Serve as the primary point of contact for professional clients like Financial Intermediaries, Multi Family Offices and Fund Managers providing tailored solutions in daily interactions
  • Manage and execute client inquiries and orders with precision and efficiency
  • Ensure seamless execution of all client-related processes and transactions, acting as a reliable and trusted advisor
  • Perform both administrative and conceptual tasks to support client needs and business objectives
  • Contribute actively to the achievement of team goals through collaboration and shared responsibility
  • Participate in the distribution of responsibilities within the team to ensure optimal service delivery

Ihre Expertise

  • Mehrere Jahre Erfahrung in einer ähnlichen Rolle
  • Starke Bankenkenntnisse und solide
  • Exzellente Kenntnisse in gängigen Konzepten
  • Hohes Risikobewusstsein und kann
  • Schnell lernend mit der Fähigkeit zu
  • Unabhängig und teamorientiert
  • Exzellente Kommunikationsfähigkeiten

Wir bieten

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.

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