Relationship Manager - HNWI

Responsibilities

• Develop and maintain trustworthy client partnerships with a focus on strategic advice
• Drive effective strategies to manage and grow a book of High Net Worth Individual clients
• Define advisory processes and agreements that meet client needs in cooperation with Client Advisors
• Identify potential business opportunities within existing client books
• Ensure client management contributes to an effective risk culture within the team
• Establish long-term, mutually beneficial relationships and continuously grow your professional network

Requirements

• On-the-job experience in wealth management and/or wealth planning
• Strong knowledge of financial products and services
• Proven track record in finding and delivering solutions for clients
• Excellent communication and presentation skills
• Proficiency in Italian and fluency in English is required
• Highly organized with strong planning and time management skills
• Resilient team player with a service-oriented mindset

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, operating in more than 50 markets around the globe. We place collaboration at the heart of everything we do to drive ongoing success for our clients and our people.