Senior Associate Relationship Manager

UBS Financial Services; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

An established industry player seeks a skilled Business Development professional to enhance client advisory services. This exciting role involves managing key relationships and coordinating cross-divisional efforts to deliver exceptional client experiences. The successful candidate will support Relationship Managers, handle client onboarding, and direct day-to-day operations. With a commitment to diversity and inclusion, this forward-thinking firm offers a collaborative environment that fosters growth and innovation. If you are passionate about financial services and client relations, this opportunity is perfect for you.

Qualifications

• 7+ years of relevant experience in client advisory or relationship management.
• Strong understanding of financial products and markets.

Responsibilities

• Support Relationship Managers in client coverage and business development.
• Manage day-to-day client activities and operational matters.

Skills

Knowledge of financial markets

Client relationship management

Project management

Interpersonal skills

Communication skills

PowerPoint skills

Excel skills

CFA Charterholder

OSC Portfolio Manager license

Education

Bachelor's degree in Finance or related field

CFA Charterholder

Job description

Job Details

Application Link: UBS Job Posting

Position: Business Development, Client Advisory / Relationship Management

Division: Global Wealth Management

Job Reference #: 317162BR

Location: Toronto

Job Type: Full Time

Your Role

Are you skilled at managing key relationships and navigating complex organizations to deliver seamless client experiences?

UBS Canada’s Global Family and Institutional Wealth (GFIW) team offers cross-divisional client services to our wealthiest clients and family offices. Clients are supported by UBS Client Advisors and experts from Wealth Management, Investment Bank, and Asset Management, ensuring they have access to all UBS capabilities.

We are looking for someone who can:

1. Support the Relationship Managers (RMs) in client coverage, business development, and cross-divisional coordination with Wealth Management, Investment Bank, and Asset Management. Handle client coverage, onboarding, and maintenance matters, including working with counterparts in the US, Switzerland, and other key UBS geographies.
2. Act as back-up client coverage person (on behalf of RMs) where needed.
3. Follow-up on Client Advisor and client requests (e.g., market updates/ideas and specific transactions).
4. Manage and direct day-to-day client activities, often acting as a single-entry point for all operational matters vis-à-vis the client.
5. Assist management with business tasks, such as organizing key meetings and preparing regular updates.

Work directly with the Head of GFIW Canada on cross-divisional client service offerings. Support solutions for our wealthiest clients, including institutional family offices. The team prospects, builds long-standing relationships, and delivers products, services, and thought leadership to Canada's largest clients.

UBS values diversity, fostering an inclusive environment that strengthens our business and benefits our clients.

Your Expertise

• Knowledge of financial markets and products across Wealth Management, Investment Bank, and Asset Management.
• Experience working with sophisticated clients and complex investments.
• Ability to manage multiple projects, client interactions, and process requests efficiently.
• Planning and executing client events.
• Excellent interpersonal and communication skills.
• Strong PowerPoint and Excel skills.
• CFA Charterholder and/or OSC Portfolio Manager – Advising Representative license preferred.
• 7+ years of relevant experience.

About Us

UBS is the world’s largest and only truly global wealth manager, operating in over 50 countries with a presence in all major financial centers.

We prioritize our people, offering challenges, support, growth opportunities, and flexible work options. Our inclusive culture and collaborative environment foster success and innovation.

Equal Opportunity and Accessibility

UBS is committed to diversity, equity, and inclusion. We provide reasonable accommodations during the recruitment process for applicants with disabilities. For assistance, contact HR at [e-mail] or [phone].