Director – Wealth Management Client Advisor

Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you a passionate relationship manager who delivers an exceptional client experience? Are you a proven risk manager?

We’re looking for a Client Advisor in Edinburgh, United Kingdom, to cover our Scottish and Northern Irish (U)HNW clients.

• build, establish and grow your client relationships within the (U)HNW segment
• extensive networker, proven acquisition talent and passionate knowledge of the (U)HNW field
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams.
• extensive network in order to facilitate the acquisition of new (U)HNW clients
• have a plan to develop the client book with measurable outcomes
• experience in relationship management as a Private Banker, asset gathering and providing investment advice, working in a client-facing role
• firm grasp of 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
• keep accurate and up-to-date records
• comply with all regulations, policies and standards to be in line with our risk management culture

Your team

You’ll be working in a well-established Scotland team in Edinburgh, providing service to our (U)HNW clients across Scotland and Northern Ireland. 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

• Relevant experience in financial services with an exposure to Wealth Management
• Proven experience servicing clients in line with all relevant regulation, policy and standards

You are:
• Minimum RDR level 4 qualified, but preference for level 6
• truly service oriented
• an excellent communicator, with great presentation skills
• a resilient team player
• highly organized and able to manage urgent and competing deadlines on a daily basis

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

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.