Relationship Manager WM (ED)

Switzerland - Western Switzerland

Client advisory / Relationship management

Global Wealth Management

Your role

Acquire a sizable NNM from a HNW and UHNW prospects
Manage the acquired portfolio as a team with the Investment Advisor
Ensure that prospect/client needs are assessed, and risk appetite is understood and respected-
Drive growth by building a long term, sustainably profitable client book by New Client Acquisition.

Are you a people person? Do you know how to give superior investment advice that grows client wealth?

We're looking for a Senior Relationship Manager to:

• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• implement a quantitative prospect development plan with measurable actions
• define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor
• provide high-quality investment options for clients, working closely with team members and specialists from other areas
• grow local market network by referrals and by identifying new prospects
• make sure clients are managed in a manner that contributes to an effective risk culture on the team

Job Reference #

325214BR

City

Genève

Job Type

Full Time

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You'll be working in Team Egypt in Geneva. We provide a lively and friendly work environment, an unrivaled product shelf and access to various specialists (Investment bank, wealth planning, art advisory, philanthropy, etc.) . This benefits our UHNW and HNW customers, who
bank with a truly global wealth manager. As a Senior Relationship Manager, you'll play an important role in helping us expand our business in Egypt.

Your expertise

• previous experience in wealth management, ideally 10 years
• extensive knowledge of financial products and services,
• proven track record in finding solutions for clients, be it on a discretionary or advisory basis
• great at building networks and connections (people want to know you)
• extremely organized, with great planning skills and efficient time
  management
• excellent communicator, with great presentation skills
• fluent in English and Arabic

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 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. 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 always contact us.

Contact Details

UBS Business Solutions SA
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.