Relationship Manager, Wealth Management

Responsibilities

• Develop and maintain trustworthy client partnerships with a focus on strategic investment advice
• Implement quantitative prospect development plans with measurable actions
• Define advisory processes and agreements in cooperation with Investment Advisors to meet client needs
• Provide high-quality investment options by collaborating with team members and specialists
• Grow the local market network through referrals and identifying new prospects
• Ensure client management contributes to an effective risk culture within the team

Requirements

• 5-10 years of experience in a relationship management role within wealth management
• Deep knowledge of financial products and services
• Proven track record of finding and implementing effective solutions for clients
• Strong networking skills with the ability to build and maintain professional connections
• Excellent communication and presentation skills
• Highly organized with strong planning and time management abilities

About the Company

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We 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, driven by a culture of collaboration and excellence.