Wealth Management Associate: Build Your Elite Client Book

UBS Group AG; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

UBS Group AG in Zürich offers an 18-month Wealth Management Associate Program designed to shape you into a trusted Relationship Manager through a blend of hands-on client work and structured education. You will develop your skills within UBS Wealth Management in a global setting, with focus on the UK and Ireland markets.

You’ll network with potential clients, build your book from your own UHNW connections, and complete the WM Certificate to accelerate your career in a client-facing role.

Qualifications

• Bachelor or Master from a leading university / business school.
• Minimum of 4 years professional experience.
• Strong interest in financial markets.
• In-depth market knowledge in UK and/or Ireland with a convincing network of HNW/UHNW clients.

Responsibilities

• Develop to become a successful Relationship Manager through our training program.
• Build up a client book from your own network of wealthy individuals in UK and/or Ireland.
• Establish long-term mutually beneficial relationships with clients.
• Continuously grow your network by referrals and by identifying new prospects.
• Acquire knowledge and sales skills to deliver the UBS value proposition and complete mandatory trainings.

Skills

Networking

Relationship building

Sales skills

Communication

English fluent

Education

Bachelor or Master degree

Job description

UBS Group AG in Zürich offers an 18-month Wealth Management Associate Program designed to shape you into a trusted Relationship Manager through a blend of hands-on client work and structured education. You will develop your skills within UBS Wealth Management in a global setting, with focus on the UK and Ireland markets.

You’ll network with potential clients, build your book from your own UHNW connections, and complete the WM Certificate to accelerate your career in a client-facing role.