Client Advisor

5 days ago

Newcastle upon Tyne, United Kingdom UBS Full time

United Kingdom
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 301585BR

**City**
- Newcastle upon Tyne

**Job Type**
- Full Time

**Your role**
- Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales?
Do you have a good network in Newcastle and surrounding region?

We’re looking for a client advisor for HNW/UHNW clients based out of Newcastle to:

- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality

**Your Career Comeback**

**Your team**
- You’ll be working in the High Net Worth (HNW) / Ultra High Net Worth (UHNW) team in Newcastle. 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 5-10 years working in a client-facing role in Newcastle
- minimum RDR Level 4 qualification in Securities & Derivatives is required
- firm grasp of financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology

**About us**
- UBS 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.

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led 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.

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