Associate Program - Client Advisor WM team Central Europe

UBS; Zürich; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

UBS Wealth Management Central Europe in Zürich is launching an 18-month program to develop your client-facing skills in a dedicated Relationship Manager track. The program combines on-the-job development with parallel off-the-job education to build your book of high-net-worth clients in Central Europe.

You will grow through structured training, mentorship, and hands-on client engagement, aiming to exceed financial and educational targets while gaining global exposure and career acceleration.

Qualifikationen

• Bachelor or Master from a leading university/business school with a minimum of 4 years professional experience.
• Good understanding and strong interest in financial markets with knowledge of Central European region (Bulgaria, former Yugoslavia, Romania) and a convincing network of HNW/UHNW.
• Excellent interpersonal, communication, and sales skills.
• A networker and a skilled relationship builder at heart.
• Part of a club, alumni-network, or involved with entrepreneurial activities.
• Collaborative team player who can plan activities and execute a business plan independently.
• Experience in Wealth Management services is welcome, though not required.
• Fluent in English and one other language spoken in the focus region.
• Curious about how AI can improve workflows with sound judgment and policy alignment

Aufgaben

• Develop to become a successful Relationship Manager through our training program and meet financial and educational targets.
• Build up a client book from your own network with focus on Central Europe (Bulgaria, former Yugoslavia, Romania).
• Establish long-term mutually beneficial relationships with clients.
• Continuously grow your network by referrals and identifying new prospects.
• Acquire the necessary knowledge and sales skills to deliver UBS value proposition, including trainings and WM Certificate.

Kenntnisse

Interpersonal skills

Sales skills

Networking

Relationship building

Client advisory

Team collaboration

Independent planning

AI curiosity

Ausbildung

Bachelor or Master degree

Jobbeschreibung

Job Type

Full Time

Job Reference #

341407BR

City

Zürich

Key Responsibilities

Are you a true networker who loves to talk to potential clients?

Can you also close a deal?

Do you have a strong track record in advising and sales within the Central European market(s)?

If yes; our 18 months Wealth Management Associate Program extends your skills, provides a unique experience in Wealth Management, and establishes a platform for accelerated career development in a client facing role.

Parallel off-the-job education will provide you with the business specific knowledge, but the main focus is on-the-job, developing your book of clients. Upon successful completion of the program, you will be equipped with the necessary foundation to embark upon a rewarding career with UBS Wealth Management in one of our global locations.

We’re looking for someone who can:

• develop to become a successful Relationship Manager through our training program; reaching (or preferably exceeding) both the financial and educational targets set within the program
• build up a client book from your own existing network of wealthy individuals in Central Europe, with focus on Bulgaria, former Yugoslavia, and Romania
• establish long-term mutually beneficial relationships with clients
• continuously grow your network by referrals and by identifying new prospects
• acquire the necessary knowledge and sales skills to deliver the UBS value proposition to clients, including timely completion of mandatory trainings and the WM Certificate

The team

For the Wealth Management Team Central Europe, which is located in Zurich, we are looking for a driven and ambitious personality who is keen to make a positive impact on our clients and UBS. At the same time, we will provide you with an outstanding platform for your professional development while being part of a dynamic and experienced team.

Your Skills And Experience

• a Bachelor or Master from a leading university / business school with a minimum of 4 years professional experience
• good understanding and strong interest in financial markets and in depth market knowledge in Central European region, particularly Bulgaria, former Yugoslavia, and Romania, with a convincing network of HNW and UHNW
• excellent interpersonal, communication, and sales skills
• a networker and a skilled relationship builder at heart
• part of a club, alumni-network, or involved with entrepreneurial activities
• a collaborative team player who is also independent enough to plan your own activities and put your business plan into action
• experience in Wealth Management services is welcome, though not required.
• languages skills: fluent in English and one of the languages spoken in the focus region
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About Us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also 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.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Contact Details

UBS Business Solutions SA

UBS Recruiting

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.