Client Advisor
Veröffentlicht am 05/11/2024
UBS Luxembourg
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.
When applying for this role, please note that additional background checks may be carried out and an original of your criminal record may be requested.
