Client Advisor Wealth Management Uhnw

2 weeks ago

London, Greater London, United Kingdom UBS Full time
United Kingdom

  • Client advisory / Relationship management
  • Global Wealth Management

Job Reference #

BR

City

  • London

Job Type

  • Full Time

Your role

  • Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? Do you have experience in bringing to bear the capabilities of a global bank (Wealth Management, Investment Bank and Asset Management) to meet the needs of UHNW clients?
  • We're looking for a client advisor for UHNW clients to:
  • build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues from UBS Wealth Management Investment Products and Solutions teams, as well as specialists from UBS Investment Bank and Asset Management
- take a strategic view of clients' investments and closely monitor their portfolio quality
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- comply with all regulations, policies and standards to be in line with our risk management culture

Your Career Comeback

Your team

  • You'll be working in the Ultra High Net Worth (UHNW) team in London. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.
  • 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
- proven experience in relationship management, asset gathering and investments, ideally 8+ years working in a client-facing role in the UK
- self-motivated and able to develop a comprehensive business plan
- an ability to build strong client networks, with an entrepreneurial mind-set
- excellent communicator with great presentation skills
- firm grasp of global financial markets and UK regulatory frameworks
- resilient team player and truly service oriented
- highly organised and able to manage urgent and competing deadlines on a daily basis
- minimum RDR Level 4 qualified but a preference for Level 6

About us

  • UBS is the world's largest and 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.

  • With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

  • At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like parttime, jobsharing and hybrid (office and home) working. Our purposeled culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
  • From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements

  • UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  • Associate Wealth Manager

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Wealth Advisor

    2 weeks ago

    London, Greater London, United Kingdom Barclays Full time

    Wealth AdvisorLondonAs a Barclays Wealth Advisor, you will be joining the Wealth Advisory Team, focusing on the Wealth and estate planning needs of the UK Domestic & International HNW/UHNW client base. Aiding Senior Wealth Advisors in delivering UK and international cross border succession planning advice as well as supporting the Wealth Advisory team to...

  • Wealth Manager

    2 weeks ago

    London, Greater London, United Kingdom Clearwater Wealth Management Full time

    Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an opportunity in wealth management to build a career. James's Place Wealth Management (SJP) operating...

  • Wealth Manager

    2 weeks ago

    London, Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their...

  • Wealth Manager

    2 weeks ago

    London, Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006,Clearwater Wealth Management (CWM)has helped people and businesses achieve their lifelong ambitions through high quality financial advice.CWMhas supported over 110 talented young people who at the time, were struggling to find an opportunity...

  • Self Employed Private Client Wealth Adviser

    2 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Your mission:Your career is our priority.Do you have entrepreneurial spirit?Do you have unwavering drive and work ethic?Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management?We have extensive experience in developing individuals from an employed role and...

  • Wealth Management Associate

    2 weeks ago

    London, Greater London, United Kingdom Interlink Talent Solutions Full time

    We are looking for a talented Mid-Level Wealth Management Associate to become part of our exceptional team situated in London.This role is vital to the continuous success of the office, especially in spearheading cross-border projects and transactions for affluent individuals, family offices, trustees, and financial institutions.Job Overview:The selected...

  • Associate Wealth Adviser

    2 weeks ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    About the job:Are you Level 4 qualified but don't have any experience Advising clients yet?Perhaps you have started your Level 4 but haven't finished all of your exams yet.Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you the opportunity...

  • UK Senior Regional Wealth Advisor

    1 month ago

    London, Greater London, United Kingdom Page Executive Full time

    About Our Client The client is a well-established, well regarded multi-family office, with a significant presence both locally and internationally. Their primary focus is on delivering high-quality wealth management and advisory services. Job Description Lead and Build out the group's service coverage across the UK regionsBuild, maintain and manage a...

  • Wealth Planner

    2 weeks ago

    London, Greater London, United Kingdom Succession Wealth Full time

    Wealth Planner - LondonHome based with links to our London officeCompetitive Basic salary (negotiable dependant on experience) + uncapped monthly bonusSuccession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their financial...

  • Private Client Senior Advisor

    2 weeks ago

    London, Greater London, United Kingdom Page Executive Full time

    The client is a well-established, well regarded multi-family office, with a significant presence both locally and internationally. Their primary focus is on delivering high-quality wealth management and advisory services. Lead and Build out the group's service coverage across the UK regions Build, maintain and manage a substantial High Net Worth and Ultra...

  • Paraplanner / Client Manager

    2 weeks ago

    London, Greater London, United Kingdom mbf. Full time

    We have recently been advised by a UHNW Wealth Management business that due to a consistently increased workload, they are in the market for a Paraplanner / Client Manager. Their offices are in central London although they do offer flexible working fromhome (minimum 2 days in the office).The company:This business were founded in Zurich less than 10 years ago...

  • Private Wealth Solicitor

    2 weeks ago

    London, Greater London, United Kingdom G2 Legal Limited Full time

    An outstanding smaller City firm is hiring into its Private Wealth practice. Sitting within the Private Wealth department, as the successful candidate you will be an experienced Associate or Senior Associate Solicitor with extensive experience advising on Private Wealth matters. The team advises UK and cross jurisdictional HNW and UHNW worth clients on...

  • Private Client/Tax Partner

    3 months ago

    London, Greater London, United Kingdom JK Legal Full time

    Our client is a leading full service law firm who are highly regarded for their extensive network of HNW & UHNW individuals and privately and publicly owned businesses. They have a UK leading wealth management practice and are seeking to further develop it with the introduction of a further private client partnerThe firm has long standing, extensive...

  • Private Wealth Management

    2 weeks ago

    London, Greater London, United Kingdom Goldman Sachs Full time

    Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from...

  • Private Client/Tax Partner

    2 weeks ago

    London, Greater London, United Kingdom JK Legal Full time

    Our client is a leading full service law firm who are highly regarded for their extensive network of HNW & UHNW individuals and privately and publicly owned businesses. They have a UK leading wealth management practice and are seeking to further develop it with the introduction of a further private client partner The firm has long standing, extensive...

  • Private Client/Tax Partner

    2 weeks ago

    London, Greater London, United Kingdom JK Legal Full time

    Our client, a prominent full-service law firm, is well-known for its extensive network of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals as well as privately and publicly owned businesses.They have a leading wealth management practice in the UK and are looking to strengthen it by welcoming a new private client partner.The firm has vast...

  • Personal Assistant-uhnw Client

    2 weeks ago

    London, Greater London, United Kingdom Mayfair Homes Services Ltd Full time

    Responsibilities:Personal Assistance and Administrative SupportRequirements:Proven experience as a Personal Assistant or in a similar role.Exceptional organizational and time management skills, with the ability to prioritize tasks effectively.Strong attention to detail and ability to handle multiple responsibilities with accuracy.Excellent communication...

  • Wealth Management Associate

    2 weeks ago

    London, Greater London, United Kingdom Baker & McKenzie Rechtsanwaltsgesellschaft mbH Full time

    We are hiring a mid-level Wealth Management Associate to join our team! The ideal candidate will play a crucial role in our London office, focusing on cross-border initiatives and transactions for wealthy individuals, family offices, trustees, and financial institutions. You will work closely with senior associates and Partners, engaging with clients across...

  • Client Advisor

    2 weeks ago

    London, Greater London, United Kingdom UBS Full time

    United Kingdom Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity LondonJob Type Full TimeYour role Are you a professional client relationship manager with the motivation and experience to develop and build longterm client relationships? Do you have a broad range of experience delivering institutional type of solutions...