Director, Wealth Management Client Advisor - Manchester

UBS

  • Manchester
  • Permanent
  • Full-time
  • 7 days ago
Business DivisionsGlobal Wealth ManagementYour roleAre you at your best when serving clients and building long-term relationships? Are you looking to build your career in Wealth Management in a dynamic & collaborative environment? We are looking for experienced Private Bankers to join us in our UK regional growth story and place us firmly at the centre of the energetic, entrepreneurial and rapidly expanding Manchester economy as the worlds largest Wealth Management firm. You bring the local knowledge, we bring the global scale.
Help us to:
  • establish long-term mutually beneficial relationships with clients with a focus on HNW & UHNW individuals and families across the north of England.
  • ensure effective use of UBS's world leading platform of products and services to bring best in class service and advice for the benefit of our clients in achieving their financial goals and objectives
  • drive an effective prospecting and acquisition strategy to identify and grow a book of (U)HNW clients
  • ensure effective engagement with colleagues within GWM and IB/AM divisions to leverage full UBS capabilities and opportunities under our One Bank philosophy, leveraging our scale and expertise of our specialists.
Function CategoryClient advisory / Relationship managementJoin usAt 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.We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can alwaysYour teamYou'll be working in our central Spinningfields Manchester office which forms part of the UBS UK Domestic Wealth Management business.Diversity helps us grow, together. That's why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise :You will have relevant experience in financial services with an exposure to Wealth Management & proven experience servicing clients in line with all relevant regulation, policy and standardsYour expertise
  • minimum RDR level 4 qualified, but preference for level 6
  • truly service oriented
  • an excellent communicator, with great presentation skills
  • a resilient team player
  • highly organized and able to manage urgent and competing deadlines on a daily basis
About usUBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.We have a presence in all major financial centers in more than 50 countries.Your Career ComebackWe are open to applications from career returners. Find out more about our program on .

UBS