Wealth Management Associate: Iberia to RM Track

UBS Group AG

Zürich

On-site

CHF 100,000 - 140,000

Full time

44 hours ago
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Job summary

UBS Group AG in Zürich is seeking a Wealth Management Associate to join the Iberia International team. The program extends your skills in wealth management, helps you build a book of Spanish clients, and offers on-the-job training with off-the-job education.

You will develop into a Relationship Manager through the program, aim to exceed financial and educational targets, and grow your network via referrals while completing the WM Certificate.

Qualifications

  • 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.
  • In-depth market knowledge in Spain with a convincing network of HNW/UHNW.
  • Excellent interpersonal, communication, and sales skills.

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 Spain.
  • 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, including trainings and the WM Certificate.

Skills

Financial markets knowledge
Spain market knowledge
Interpersonal skills
Communication skills
Sales skills

Education

Bachelor or Master in business/finance

Job description

UBS Group AG in Zürich is seeking a Wealth Management Associate to join the Iberia International team. The program extends your skills in wealth management, helps you build a book of Spanish clients, and offers on-the-job training with off-the-job education.

You will develop into a Relationship Manager through the program, aim to exceed financial and educational targets, and grow your network via referrals while completing the WM Certificate.

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