Client Advisor
il y a 21 heures
Luxembourg
- Client advisory / Relationship management
- Global Wealth Management
**Job Reference #**
- 263132BR
**City**
- Luxembourg
**Job Type**
- Full Time
**Your role**
- Are you a people person? Do you know how to give superior investment advice that grows client wealth?
- We’re looking for a Client Advisor to:
- develop and maintain trustworthy client partnerships with the main focus on strategic advice implemented through Investment Funds
- 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
**Your team**
- You’ll be working in the Wealth Management Luxembourg Market Team, whilst advancing in your career with the best firm in Wealth Management worldwide. We will focus on UHNW and HNWI Clients, and as a Client Advisor, you’ll play an important role in our strategy and success in the Spanish Market.
**Your expertise**
- previous experience in wealth management, ideally a minimum of 5-10 years’ experience in a relevant organization.
- knowledge of financial products and services, in particular Investment Funds and the Spanish “Regimen del Traspaso Exento de Fondos”.
- good knowledge of financial markets, asset allocation and Investment Funds.
- 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 Spanish and English required.
**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?
**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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