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UBS · United States

# Client Advisor - Global Family & Institutional Wealth

United States Executive & Management 

Listed on UBS’s official careers site. Listed as of October 20, 2026. Check that it is still open and apply there.
[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=339646)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / 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."

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: United States[Apply on UBS’s careers site →](https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=339646)

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