Full-Time

Client Relationship Manager

UBS

UBS

10,001+ employees

Investment bank and wealth, asset manager

No salary listed

Paris, France

In Person

Master's

Category
Sales & Account Management (1)
Required Skills
Microsoft Office
Sales
Risk Management

Get referred to UBS

See people who can refer or advise you

Requirements
  • A minimum of 5 years of experience in asset management.
  • A Master's degree or equivalent.
  • Ability to cultivate strong relationships with key decision makers and client influencers, assess client challenges, and provide tailored solutions.
  • Substantial knowledge of traditional and alternative investment products.
  • A proven track record in developing and sustaining client relationships, including sales and cross-selling initiatives.
  • An established network and rapport within French institutional clients and consultants.
  • Strong experience with requests for proposals and large tenders.
  • Fluent French and English language skills to support the local client portfolio.
  • Proficient computer skills, including Microsoft Office, and familiarity with customer relationship management tools.
  • Ability to use artificial intelligence to improve workflows while validating outputs and aligning with policies, risk standards, and ethical-use requirements.
Responsibilities
  • Represent the full scope of asset management services to clients, with a focus on institutional clients and consultants.
  • Implement strategies to meet sales targets and generate revenue.
  • Retain and develop client relationships while guarding against risk exposure.
  • Promote the full range of traditional and alternative investment products.
  • Proactively identify new business opportunities among existing and prospective clients.
  • Create and implement a strategic client-book development plan that facilitates appropriate investment solutions.
  • Collaborate with internal colleagues and support third-party relationships.
  • Contribute to UBS's integrated business model through cross-selling solutions.
  • Deliver a high-quality client experience and strengthen the firm's presence in the French institutional and wholesale market.
Desired Qualifications
  • A Master's degree or equivalent, preferably in business management, economics, or finance.

UBS Group AG is a Swiss multinational financial services firm with four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. It serves private, corporate, institutional, and retail clients worldwide, offering wealth planning for high-net-worth individuals, Swiss banking services, a broad range of investment products, and advisory, underwriting, and trading in equities, fixed income, rates, and FX. It earns fees from wealth and asset management, interest income from lending, and trading income from investment banking. Its aim is to help clients manage and grow wealth while delivering diversified, revenue-generating financial services across regions and asset classes.

Company Size

10,001+

Company Stage

IPO

Headquarters

Zurich, Switzerland

Founded

1998

Get referred to UBS

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • 2Q26 net profit reached $2.8 billion, up 17%, with 36 billion net new assets.
  • UBS completed another $3 billion buyback program and launched a second by mid-2027.
  • The Fed ended Archegos enforcement on May 12, 2026, clearing a major legacy overhang.

What critics are saying

  • Swiss lawmakers still target $20 billion extra CET1 capital, with final rules slipping into 2027.
  • UBS paid a $125 million FinCEN fine on August 3, 2026 for AML failures.
  • Credit Suisse integration still drives 2,500 quarterly job cuts, signaling more layoffs ahead.

What makes UBS unique

  • UBS managed $7.3 trillion invested assets in 2Q26, dwarfing wealth rivals.
  • UBS delivered record 2Q26 investment-bank trading revenue and 31% underlying revenue growth.
  • UBS keeps recruiting veteran advisers from Merrill, Bernstein, and Morgan Stanley across the U.S.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Flexible Work Hours

Remote Work Options

Professional Development Budget

Growth & Insights and Company News

Headcount

6 month growth

16%

1 year growth

16%

2 year growth

17%
Yahoo Finance
Sep 7th, 2026
UBS flips Fed forecast to two rate hikes in 2026 after jobs report

UBS Group revised its Federal Reserve forecast Monday, now expecting two quarter-point rate increases in September and December, reversing its previous prediction of no policy changes in 2026. The shift follows August's 162,000 job additions and 4.1% unemployment rate, pushing the market-implied probability of a September hike to approximately 58% from 52%. The wealth-management and investment-banking firm reported $2.8 billion in net profit for the second quarter, alongside $36 billion in wealth-management net new assets and a 14.4% CET1 capital ratio. UBS's stock remained at $55.38, trading 42.47% above its $38.87 GF Value estimate. The anticipated rate increases would lift the policy rate by 50 basis points, potentially boosting earnings for UBS's $7.3 trillion asset base.

Kalkine Media
Sep 7th, 2026
UBS Group AG Acquires 5.11% Stake in Aeris Resources, Becoming a Major Shareholder

Catch the latest updates from Australia's premier stock exchange & market indices.

Associated Press
Sep 4th, 2026
UBS hires financial advisor John Hall with 21 years' experience for Bellevue office

UBS has appointed John Hall as a financial advisor in its Bellevue, Washington office. Hall brings 21 years of experience serving business owners, executives, entrepreneurs and multigenerational families. Hall joins UBS from Merrill in Bellevue, along with his team, The Hall Wealth Management Group. The team includes financial advisor Aaron Marshall and client associate Jennifer Teddy, who has over 20 years of financial services experience. The group provides comprehensive financial planning, investment management, tax-aware wealth strategies and business succession planning. Hall will operate within UBS's Pacific Northwest Market, managed by Rob Giordano. UBS manages $7.3 trillion in invested assets as of the second quarter of 2026.

Business Wire
Sep 4th, 2026
UBS adds three financial advisors with 77 years combined experience in Colorado

UBS has announced the addition of three financial advisors to its Mountain West Market in Pueblo, Colorado. Caitlin Alcon, Calvin Mason, and Craig Cisney will join the firm, reporting to Market Director Justin French. Calvin Mason brings nearly 35 years of experience in financial advisory services and holds a degree in Business Administration from Colorado State University. Caitlin Alcon has over 25 years in financial services, specialising in wealth management for high net worth individuals and businesses. She serves on the Board of the Pueblo Latin Chamber of Commerce. Craig Cisney previously worked as a broadcast meteorologist for 17 years before entering financial services. The team will also include associates Nancy Wickham and Delaney Delport.

Associated Press
Sep 4th, 2026
UBS recruits three financial advisors from Morgan Stanley in Bethesda

UBS has hired a three-person financial advisor team in Bethesda, Maryland. Richard Horn, Jeffrey Deckelbaum, and Gerald Horn joined from Morgan Stanley. The team brings combined experience serving high net worth and ultra-high net worth clients. Richard Horn has nearly 40 years in financial services, having joined Morgan Stanley in 1987. Jeffrey Deckelbaum started his career in 2006, whilst Gerald Horn, a third-generation financial advisor, entered the industry in 2018. The advisors will join UBS's South Atlantic Market, led by Market Executive Jake Shine, as part of the firm's Southeast Region. They will report to Shine, who highlighted their decades of experience and strong connections to the Bethesda community.