Global Wealth Management - UK Client Advisor - Director

Are you at your best when developing new business, serving clients and building long-term relationships? Are you looking to progress your career in a role with the global leader in Wealth Management? We are looking for someone who can help us:

• establish long-term mutually beneficial client relationships with a focus on the UK HNW market targeting both RD and RND individuals with a minimum £10m investable wealth.
• drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients
• ensure effective use of UBS’s world leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives. This includes discretionary and advisory solutions across all asset classes and tailored solutions for clients. You’ll be working in one of our top producing teams within the UK HNW segment which typically looks after clients with between £10-100 million of investable wealth, and sits within our wider UBS UK Domestic Wealth Management business
• proven track record in the wealth management industry working with a cross-section of both complex and non-complex client relationships
• proven experience servicing UK domiciled clients in line with all relevant regulation, policy and standards
• minimum RDR level 4 qualified, but preference for PCIAM level 6
• truly service-oriented
• self-motivated and able to develop a comprehensive business plan
• passionate about driving business growth in a forward-thinking and responsible fashion
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use. 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 .