Relationship Manager WM

UBS; Genf; Vor Ort; CHF 120.000 - 150.000; Vollzeit

Benefits dieser Stelle

Collaborative work environment

Diverse cultural perspectives

Zusammenfassung

UBS in Geneva is seeking a senior Relationship Manager to develop a portfolio of HNW/UHNW clients, focusing on the Near East, particularly Lebanon. With over 20 years of experience in wealth management, the ideal candidate will leverage their extensive personal network to drive client acquisition and deliver holistic investment advice.

The position requires a strong entrepreneurial mindset, compliance knowledge, and fluency in Arabic, French, and English.

Qualifikationen

• 20+ years of experience in wealth management.
• Extensive professional experience in Lebanon with an active network.
• Proven ability to originate and develop business in the Near East.

Aufgaben

• Build and grow a portfolio of HNW/UHNW clients in the Near East.
• Leverage personal network for new client acquisition.
• Deliver high-quality investment advice in collaboration with specialists.

Kenntnisse

Client acquisition

Investment advisory

Networking

Regulatory compliance

Relationship building

Digital engagement

Jobbeschreibung

Your role

Are you a senior relationship manager with a strong commercial drive and an established network in Lebanon? Do you consistently deliver high-quality advisory to sophisticated clients and generate sustainable business growth?

Responsibilities

We are looking for a Relationship Manager to cover HNW/UHNW clients in the Near East segment who will:

• Build, develop and grow a portfolio of HNW/UHNW clients, with a strong focus on Lebanon and the broader Near East region
• Leverage an established personal network to drive new client acquisition and increase market share in the target segment
• Deliver holistic, high-quality investment advice in close collaboration with investment specialists and product partners
• Define and execute a structured client development plan with clear revenue and NNM objectives
• Maintain a thorough understanding of client profiles, investment suitability and portfolio performance
• Act as a first line of defense by ensuring full compliance with regulatory requirements and promoting a strong risk culture

Job Type

Full Time

Job Reference #

339637BR

City

Genève

Your team

You will be working within the Near East team in Geneva, focused on delivering best-in-class wealth management solutions to HNW and UHNW clients.

Additional Information

We provide a collaborative platform combining local expertise with global capabilities to support clients in preserving, growing and transferring their wealth across generations.

Your expertise

• 20+ years of experience in wealth management, with a strong track record in client acquisition, advisory and revenue generation
• Extensive professional experience in Lebanon is mandatory, with a well-established and active network of HNW/UHNW clients and intermediaries
• Proven ability to originate and develop business in the Near East region
• Strong track record in advising sophisticated clients with complex investment needs
• Deep understanding of financial markets, products and regulatory frameworks
• Entrepreneurial mindset with a clear focus on client development and long-term relationship building
• High level of personal credibility, resilience and commercial drive
• Strong digital affinity and ability to leverage technology in client engagement
• Fluent in Arabic, French and English (mandatory)

Equal Opportunity Employer

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.