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UBS

Global bank and wealth management group

Client Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listed

About the Job

Requirements

  • A Level 4 qualification must be held at the outset.
  • Strong banking knowledge and understanding of wider financial markets are required.
  • Proficiency in common computer applications and systems is required.
  • A high level of risk awareness and commitment to quality standards are required.
  • The candidate must be able to work independently and as part of a team, stay organized, and perform under pressure.
  • Excellent communication skills in English are required.
  • The candidate should be curious about using artificial intelligence to improve workflows, exercise sound judgment when validating outputs, and align use with policies, risk standards, and ethical expectations.

Responsibilities

  • Establish and grow long-term client relationships with Financial Intermediaries, including External Asset Managers and Multi-Family Offices.
  • Serve as the primary point of contact for Financial Intermediaries and provide tailored solutions in daily interactions.
  • Collaborate with all areas of the bank as needed to ensure seamless execution of client-related processes and transactions, acting as a reliable and trusted partner to Financial Intermediaries.
  • Conduct timely and thorough reviews of Financial Intermediaries and end clients in accordance with desk procedures.
  • Collaborate with colleagues across the bank to deliver the full FIM offering to applicable Financial Intermediaries.
  • Contribute actively to team goals.
  • Comply with relevant regulations, policies, and standards, fostering a strong risk management culture.

About the Company

UBS

Global bank and wealth management group

UBS is a Swiss multinational bank and the world’s largest wealth manager. It serves private, corporate, and institutional clients worldwide through four divisions—Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank—offering services from investment advice and portfolios to everyday banking and lending. Its size and diversified business lines set it apart, and its 2024 merger with Credit Suisse expanded its client base and capabilities. The goal is to grow client assets, provide comprehensive financial solutions, and maintain profitability across a global network.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1998

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