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UBS

Global bank and wealth management group

Client Advisor - Global Family & Institutional Wealth, GFIW

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLuxembourgNo salary listedIn-person

About the Job

Requirements

  • At least 5 years of experience in ultra-high-net-worth, family-office, or institutional relationship management, ideally in the Benelux or Nordics region.
  • Demonstrated ability in asset gathering, business development, and delivering sophisticated investment solutions.
  • Strong understanding of the Wealth Management product universe, Chief Investment Office views, and regulatory frameworks.
  • Ability to build strong networks across markets and divisions.
  • High standards of execution, documentation, and risk awareness.
  • Fluency in English.
  • Regulatory certifications required for client-facing roles, or willingness to obtain them.
  • Ability to use artificial intelligence thoughtfully to improve workflows, validate outputs, and align usage with policies, risk standards, and ethical requirements.

Responsibilities

  • Manage and grow relationships with ultra-high-net-worth clients, family offices, and entrepreneurs across the Benelux and Nordics markets.
  • Deliver investment advice and wealth solutions in collaboration with investment specialists across the group.
  • Strategically manage a book of clients and prospects.
  • Generate sustainable revenues and growth opportunities for the bank.
  • Act as a first line of defense in managing risk.
  • Address the complex and unique needs of Global Family & Institutional Wealth clients.
  • Create new business opportunities by drawing on internal and external professional networks.
  • Provide unified service through collaboration with product specialists and partners across divisions.
  • Provide institutional-grade capabilities through a private banking relationship approach.
  • Ensure clients receive seamless support throughout their wealth journey.

Desired Qualifications

  • Dutch, French, or Nordic language skills are strongly preferred.

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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