Client Advisor Wealth Management

UBS Financial Services; Vancouver; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading global wealth manager is seeking a high-caliber client advisor in Vancouver to build and maintain relationships with Ultra High Net Worth clients. The role involves leveraging UBS's global network to provide tailored financial advice and manage client portfolios. Candidates should have over 10 years of experience in wealth management and possess CFA or CIM certifications. Join a dynamic team dedicated to delivering exceptional client experiences and driving wealth growth.

Qualifications

• 10+ years of experience in wealth management.
• Established book of business and expertise in relationship building.

Responsibilities

• Leverage UBS's network to deliver client services.
• Manage a portfolio of Canadian clients and monitor investment plans.
• Provide comprehensive financial advice tailored to client needs.

Skills

Client Relationship Management

Financial Advisory

Investment Knowledge

Planning Skills

Education

CFA

CIM

Job description

http : / / jobs.ubs.com / TGnewUI / Search / home / HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=314780

Client advisory / Relationship management, Portfolio and fund management

Global Wealth Management

Job Reference #

308428BR

City

Job Type

Full Time

Your role

Are you an expert in building Ultra High Net Worth (UHNW) client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?

We’re looking for a high caliber, self-motivated client advisor with an established book of affluent clients to :

• leverage our business model and global network to deliver to clients the best that UBS has to offer.
• strengthen client relationships and develop new ones through key centers of influence, referral networks and other business development activities.
• grow and manage a portfolio of international and / or domestic Canadian clients booked in Canada, monitoring investment plans and liquidity for cash needs, and building long-term relationships.
• provide comprehensive financial advice that meets client needs for investment, enterprise and family living standard.
• develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations.
• contribute to an effective risk culture by complying with all regulations, policies and standards.

You’ll be working in the Client Advisor team in Canada. As a client advisor you'll play an important role in building and maintaining valuable relationships with clients located in Toronto, Montreal or Vancouver.

Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.

Your expertise

• 10 years + of work experience within wealth management, preferably in a client-facing role.
• an established book of business and a refined expertise at building and developing relationships.
• strong interest in and understanding of financial markets and regulatory frameworks.
• resilient team player and truly service oriented.
• organized with great planning skills and efficient time management.
• CFA or CIM certification is required.

About us

UBS is the world’s largest and 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.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [e-mail] or phone [phone], option 2, option 5, option 1.

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