Client Advisor - Global Family & Institutional Wealth

Job description

Are you a strategic, solution-oriented thinker and a problem solving relationship manager? Do you have a proven track record in Family Office, Ultra High Net Worth (UHNW) and Institutional client coverage?

We’re looking for a private banker (we call them "Client Advisor") to join our Global Family & Institutional Wealth Group (GFIW), a unique joint-venture between UBS Investment Bank (IB) and Global Wealth Management providing a holistic, institutionalized coverage for family offices and corporates.

We are looking for someone to:

• build, establish and grow long-term client relationships
• provide trusted advice to clients drawing on expertise from across our global organization
• ensure delivery of the institutional product suite to GFIW clients across capital markets (Equities, FX Rates & Credit), private equity investments, financing and advisory solutions
• identify potential GFIW clients and drive the process to onboard them
• coordinate cross-divisional coverage to ensure GFIW clients are covered by the relevant IB product specialists
• ensure GFIW compliance guidelines are strictly adhered to when interacting with clients and prospects. Comply with all regulations, policies and standards, contributing to an effective risk culture
• be responsible for developing the business plan for GFIW client relationships and delivering planned financial results
• break down barriers and overcome operational bottlenecks to ensure a flawless client experience
• keep accurate and up-to-date KYC records and client investor profiles
• be able to take tactical and strategic views of clients’ investments and closely monitor their portfolio quality
• to exemplify our bank's purpose to "Reimagine the power of investing. Connecting people for a better world."