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UBS · United States

# Client Advisor, Global Financial Intermediaries

United States Finance & Accounting 

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=339927)

[OpenNash Jobs](https://jobs.opennash.com/) / [UBS](https://jobs.opennash.com/companies/ubs/) / Client Advisor, Global Financial Intermediaries

## Job description
- actively establish and maintain positive relationships with existing External Asset Managers by providing exceptional services, listening their needs and addressing their concerns
- manage the relationship of External Asset Managers and act as their key point of contact
- provide seamless front-to-back investment experience for External Asset Managers which includes knowing their investment needs, providing apt solutions and trade execution
- actively delivering product ideas and investment solutions for External Asset Managers and supporting them with their investment queries
- driving sales by promoting the bank's multi-faceted platform, organizing investment events and conference calls
- support a sales culture with an effective prospecting, sales and acquisition process; regularly reviewing sales plan performance against the desk ambition
- comply with all relevant regulation, policies and standards, fostering an effective risk culture

## 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=339927)

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