Client Advisor

il y a 2 semaines


Luxembourg UBS Luxembourg Temps plein

**Job Reference **:301033BR

**Your role**

Are you a dynamic person who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal?

We’re looking for a client advisor for our WM Nordics team (DK/SWE/FI/NO) 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
- Comply with all regulations, policies and standards to be in line with our risk management culture

**Your team**

You’ll be working in the WM Nordics Team Luxembourg, covering Ultra High Net Worth (UHNW) & High Net Worth (HNW) clients from Denmark, Sweden, Finland and Norway domiciled in Scandinavia and across Europe. 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.

**Your expertise**
- Proven experience in relationship management, asset gathering and investments, ideally 3-5 years working in a client-facing role covering Nordic clients
- Firm grasp of Nordic 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
- Excellent communication skills in one or several Nordic languages and English is a “must-have”

**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.


  • Client Advisor

    Il y a 5 mois


    Luxembourg Louis Vuitton Temps plein

    POSTE **OVERALL MISSION**: As a **Client Advisor**, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise. You will strive to discover your Clients and their every need, and to guide them across the Brand. You will proactively reach out to your Clients in order to achieve individual and team...

  • Client Advisor

    il y a 1 mois


    Luxembourg UBS Temps plein

    Luxembourg - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 301033BR **City** - Luxembourg **Job Type** - Full Time **Your role** - Are you a dynamic person who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal? We’re looking for a...

  • Client Advisor

    Il y a 2 mois


    Luxembourg Findel Airport Quintet Private Bank Temps plein

    **Purpose of the Job**: **Quintet Private Bank **is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and...


  • Luxembourg Boggi Milano Temps plein

    We are looking for an energetic and ambitious **Sales Advisor,** wanting to join our store in **Luxembourg**. **Who are we**?** Boggi Milano is an Italian brand present on the market with more than 200 stores in 50 countries. Today, our brand is looking towards ambitious goals at the pace of innovation, sustainability and quality thanks to the...

  • Client Advisor

    Il y a 6 mois


    Luxembourg Fyte Temps plein

    Our client is a well-established investments firm, serving as an independent asset manager that currently oversees several billion dollars for individuals, families, and institutions globally. To enhance their team in Luxembourg, we are actively seeking three Client Advisor profiles The first profile requires fluent Dutch proficiency in both spoken and...


  • Luxembourg, Luxembourg Fisher Investments Temps plein

    Client Relationship ExpertiseFisher Investments Europe, a leading global investment firm, seeks an experienced Investment Counsellor to join our team in Luxembourg. As a Financial Portfolio Manager - Client Advisor, you will play a crucial role in managing relationships with high-net-worth clients in Belgium.Key Responsibilities:Build and maintain...

  • Investment Advisor

    Il y a 2 mois


    Luxembourg Findel Airport Quintet Private Bank Temps plein

    **Purpose of the Job**: **Quintet Private Bank **is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and...

  • Client Support Advisor

    Il y a 5 mois


    Luxembourg SOFITEX Temps plein

    Description de l'entreprise Sofitex Talent Recruitment Fort d'une expérience de plus de 30 ans dans les Ressources Humaines, Sofitex est un réseau international de Travail Temporaire et de Placement en CDI. Sofitex fonde sa dynamique et son succès sur le professionnalisme de ses équipes, sa forte réactivité et sa proximité. Description de...

  • Client Advisor

    Il y a 5 mois


    Luxembourg Boggi Milano Temps plein

    **SALES ADVISOR** We are looking for an energetic and ambitious **Sales Advisor,** wanting to join our store in **Luxembourg**. **Who are we**?** Boggi Milano is an Italian brand present on the market with more than 200 stores in 50 countries. Today, our brand is looking towards ambitious goals at the pace of innovation, sustainability and quality thanks...

  • Lending Advisor

    il y a 3 semaines


    Luxembourg Findel Airport Quintet Private Bank Temps plein

    **Purpose of the Job**: **Quintet Private Bank** is a leading private bank in the wealth management sector; we are committed to our clients and their families, and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. We are a bank headquartered in Luxembourg, with branches in Germany, Netherlands and...

  • Senior Tax Advisor

    il y a 4 semaines


    Luxembourg City Fiduciaire Muller & Associes S.A. Temps plein

    Senior Tax Advisor OpportunityFiduciaire Muller & Associés S.A. is seeking a highly skilled Senior Tax Advisor to join our team. As a Senior Tax Advisor, you will play a crucial role in providing specialized tax advice to our clients, with a focus on personal and corporate taxation.Key Responsibilities:Provide expert tax advice on personal and corporate...

  • Senior Tax Advisor

    il y a 4 semaines


    Luxembourg City Fiduciaire Muller & Associes S.A. Temps plein

    We are seeking a highly skilled Senior Tax Advisor to join our team at Fiduciaire Muller & Associés S.A. in Luxembourg. As a Senior Tax Advisor, you will play a key role in providing specialized tax advice to our clients, with a focus on personal and corporate taxation.The ideal candidate will have a Master's degree in law or economics with a specialization...


  • Luxembourg Austin Bright Temps plein

    Notre client, une société financière reconnue et en pleine croissance, est à la recherche d'un Juriste en Droit des Sociétés / Legal Advisor pour rejoindre son équipe juridique. Ce poste englobe des responsabilités en droit des sociétés ainsi que des missions de conseil juridique général (Legal Advisor) pour soutenir la direction et les équipes...

  • Investment Advisor

    Il y a 5 mois


    Luxembourg Human Innovation Partners Temps plein

    HI Partners is currently seeking a talented and dynamic Investment Advisor who is fluent in both French and Dutch to join a reputable firm in Luxembourg. As an Investment Advisor, you will play a key role in providing expert investment advice and guidance to our clients in the Belgium market. This is a fantastic opportunity to work with a diverse range of...

  • Senior Tax Advisor

    Il y a 3 mois


    Luxembourg Austin Bright Temps plein

    Do you live close to the **German border **and speak** fluent German**? Are you specialised in tax advisor? Then this is the opportunity for you ! Our client, a **small tax consultancy**, is looking for a Senior Tax Advisor Officer for their team and who will be responsible for a portfolio of clients mainly consisting of soparfi, regulated and non-regulated...


  • Luxembourg Austin Bright Temps plein

    Do you live close to the **German border **and speak** fluent German**? Are you specialised in tax advisor? Then this is the opportunity for you. Our client, a **small tax consultancy**, is looking for a Senior Tax Advisor Officer for their team and who will be responsible for a portfolio of clients mainly consisting of soparfi, regulated and non-regulated...

  • Sales Advisor 24h

    Il y a 6 mois


    Luxembourg ZEB Temps plein

    **Société**: ZEB est, en tant qu’une entreprise de mode belge en pleine expansion, le spécialiste multi-marques par excellence pour les hommes et les femmes où le client est toujours central! Faire en sorte que les clients se sentent bien dans leur peau et les faire briller dans une nouvelle tenue: c’est pour ça qu’on le fait. Pas seulement les...

  • Senior Tax Advisor

    Il y a 5 mois


    Luxembourg Austin Bright Temps plein

    Our client is a **globally recognized industry leader**, committed to delivering unparalleled financial services to our esteemed international clientele. As part of our continuous growth strategy, we are expanding our **tax department **to better serve our high-profile **Private Equity (PE) and Real Estate (RE) clients.** Specializing in M&A and...

  • Compliance Advisor

    il y a 2 semaines


    Luxembourg City Lemanik Asset Management Temps plein

    Job DescriptionSenior Compliance AdvisorLemanik Asset Management SA, a Luxembourg-based Management Company and authorized AIFM, part of Lemanik Group based in Switzerland, is seeking an experienced Senior Compliance Advisor to reinforce its compliance team.Your RoleResearch and analyze operational and compliance data, including shareholders' register...

  • Sales Advisor 24h

    Il y a 2 mois


    Luxembourg H&M Temps plein

    **Description du poste** Un Sales Advisor est chargé d'offrir à la clientèle une expérience optimale qui contribue aux ventes et aux bénéfices du magasin. En tant que Sales Advisor, tu donnes toujours la priorité aux clients, tu les aides et tu partages ta connaissance des produits et de la mode. Tu crées un environnement où il est facile pour les...