Relationship Manager - GFIW Switzerland, (80 - 100%)
- Entreprise
- UBS
- Lieu
- Carouge
- Date de publication
- 01.01.2023
- Référence
- 4229431
Description
Switzerland - Western Switzerland
Client advisory / Relationship management
Global Wealth Management
Job Reference \#
267583BR
City
Carouge
Job Type
Full Time, Part Time
Your role
Are you passionate about sophisticated solutions, lending, market dynamics and going the extra-mile advising families with an institutional mindset? Within Global Families and Institutional Wealth, we cater to some of the largest families in Switzerland. We offer our clients direct, to global markets, including current insights and intelligence, structured financial solutions, as well as tailored financing. We support our clients on everything from wealth structuring to a multigenerational approach to preserving wealth. With this in mind we are looking for a colleague who is taking on responsibility on the following tasks:
- Build and manage a book of sophisticated Swiss-based private clients and single family offices with institutional-like needs. Create and implement a strategic client book development plan with measurable actions
- Establish long-term partnerships and a fruitful dialogue with clients, deliver a superior client experience in tandem with the coverage team (CA and CAM)
- Discuss suitable solutions and complex products with clients and orchestrate the execution thereof
- Prepare sophisticated pitches including involving the relevant resources
- Establish a strong network with internal partners in the Investment Bank, the Global Lending Unit and Asset Management and collaborate on connecting the clients with the relevant specialist
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You will be working in the GFIW Switzerland Team in Geneva, a very diverse, experienced and successful team covering the most wealthy and sophisticated Swiss based clients. In close collaboration with the coverage team you will be the key person for our clients to advise on investments and market opportunities.
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 have:
- a university degree (bachelor / master), preferably in Banking and Finance, MBA, CFA or similar
- a confident, self-starting personality who enjoys discussing solutions with very sophisticated clients
- problem solving attitude and out of the box thinking
- excellent financial technical skills and a strong interest in the markets
- an experience in corporate finance or lending solutions
- established personal client networks
- fluent in French and English
You are:
- peoples person and team player who is happy to share best practice and learn from colleagues
- proactive with strong attention to detail
- able to deal with multiple tasks and follow through
- always looking to improve the client experience
- a dynamic and flexible team player with great networking skills
- well organized and a perfectionist in everything you do
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 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?
Contact Details
UBS Business Solutions AG
UBS Recruiting
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.
Client advisory / Relationship management
Global Wealth Management
Job Reference \#
267583BR
City
Carouge
Job Type
Full Time, Part Time
Your role
Are you passionate about sophisticated solutions, lending, market dynamics and going the extra-mile advising families with an institutional mindset? Within Global Families and Institutional Wealth, we cater to some of the largest families in Switzerland. We offer our clients direct, to global markets, including current insights and intelligence, structured financial solutions, as well as tailored financing. We support our clients on everything from wealth structuring to a multigenerational approach to preserving wealth. With this in mind we are looking for a colleague who is taking on responsibility on the following tasks:
- Build and manage a book of sophisticated Swiss-based private clients and single family offices with institutional-like needs. Create and implement a strategic client book development plan with measurable actions
- Establish long-term partnerships and a fruitful dialogue with clients, deliver a superior client experience in tandem with the coverage team (CA and CAM)
- Discuss suitable solutions and complex products with clients and orchestrate the execution thereof
- Prepare sophisticated pitches including involving the relevant resources
- Establish a strong network with internal partners in the Investment Bank, the Global Lending Unit and Asset Management and collaborate on connecting the clients with the relevant specialist
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You will be working in the GFIW Switzerland Team in Geneva, a very diverse, experienced and successful team covering the most wealthy and sophisticated Swiss based clients. In close collaboration with the coverage team you will be the key person for our clients to advise on investments and market opportunities.
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 have:
- a university degree (bachelor / master), preferably in Banking and Finance, MBA, CFA or similar
- a confident, self-starting personality who enjoys discussing solutions with very sophisticated clients
- problem solving attitude and out of the box thinking
- excellent financial technical skills and a strong interest in the markets
- an experience in corporate finance or lending solutions
- established personal client networks
- fluent in French and English
You are:
- peoples person and team player who is happy to share best practice and learn from colleagues
- proactive with strong attention to detail
- able to deal with multiple tasks and follow through
- always looking to improve the client experience
- a dynamic and flexible team player with great networking skills
- well organized and a perfectionist in everything you do
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 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?
Contact Details
UBS Business Solutions AG
UBS Recruiting
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.
