Client Advisor

at  UBS Luxembourg

Luxembourg, , Luxembourg -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate05 Feb, 2025Not Specified06 Nov, 2024N/ADigitization,English,Communication Skills,Technology,Investments,Financial MarketsNoNo
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Description:

ABOUT US

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
We have a presence in all major financial centers in more than 50 countries.

How To Apply:

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Responsibilities:

Are you a dynamic person who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal?

We’re looking for a client advisor for our WM Nordics team (DK/SWE/FI/NO) to:

  • Build, establish and grow client relationships
  • Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
  • Have a plan to develop the client book with measurable outcomes
  • Keep accurate and up-to-date records on client investor profiles
  • Take a strategic view of clients’ investments and closely monitor their portfolio quality
  • Comply with all regulations, policies and standards to be in line with our risk management culture

REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Graduate

Proficient

1

Luxembourg, Luxembourg