Relationship Manager HWNI Spain International
Switzerland, Switzerland - Western Switzerland
Client advisory / Relationship management
Global Wealth Management
Job Reference #:
193304BR
City:
Carouge
Job Type:
Full Time, Part Time
Your role:
Are you a people person? Do you know how to give superior investment advice that grows client wealth?
Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
Are you a dynamic relationship manager who delivers an exceptional client experience?
We’re looking for a Relationship Manager for HNWI clients in the Spanish market to:
•\tdevelop and maintain trustworthy client partnerships with the main focus on strategic advice for the High Net Worth Individuals (HNWI) segment in the Spanish market
•\timplement a quantitative prospect development plan with measurable actions
•\tdefine advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor
provide high-quality investment options for clients, working closely with team members and specialists from other areas
grow local market network by referrals and by identifying new prospects
make sure clients are managed in a manner that contributes to an effective risk culture on the team
define the investment strategy and the contractual arrangement most suitable to each new client in cooperation with the Investment Advisor WM considering the potential of all UBS booking centers where compliant with regulations
Your team:
You’ll be working in the HNWI Iberia team in Carouge, GE. We provide you an outstanding platform for your professional development while being part of a dynamic and motivated team. This benefits our HNWI Spanish clients. As a Relationship Manager, you’ll play an important role in developing business opportunities with the client advisors, and growing our client book through your network.
Your expertise:
minimum of 7+ years of experience in Private Banking & Wealth Management, especially in dealing with Spanish clients
knowledge of financial products and service, Tax regulations in Spain
proven track record in finding solutions for clients having a holistic acquisition mindset
great at building networks and connections (people want to know you)
extremely organized, with great planning skills and efficient time management
excellent communicator, with great presentation skills
Professional in Spanish and English, French is beneficial
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us:
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
Disclaimer / Policy Statements:
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.