Associate Director - Wealth Management Client Advisor - Newcastle

UBS; Newcastle upon Tyne; On-site; GBP 40,000 - 70,000; Full time

Job summary

UBS is seeking a Wealth Management professional in Newcastle to foster relationships with high-net-worth clients. The role involves managing a portfolio, collaborating with teams, and ensuring compliance with regulations. Candidates should possess strong communication skills and relevant qualifications, making a significant impact in the client experience.

Benefits

Flexible working options

Diversity and inclusion initiatives

Career development opportunities

Qualifications

• Proven experience in servicing clients, preferably in Wealth Management.
• Minimum RDR level 4 qualified, with level 6 preferred.
• Experience as a Relationship Manager, Financial Planner, or Investment Advisor.

Responsibilities

• Establish long-term relationships with HNW clients.
• Drive effective prospecting and acquisition strategies.
• Utilize UBS's platform to meet clients’ financial goals.

Skills

Client service orientation

Communication

Presentation skills

Organization

Team collaboration

Education

RDR level 4 qualification

RDR level 6 qualification (preferred)

Job description

Job Reference #

321467BR

City

Newcastle upon Tyne

Job Type

Full Time

Your role

Are you at your best when serving clients and building long-term relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us:

• establish long-term mutually beneficial relationships with clients with a focus on the North East & Yorkshire regions HNW client market
• drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients
• ensure effective use of UBS’s world leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives
• ensure effective engagement with colleagues within GWM and IB/AM divisions to capture opportunities under our One Bank philosophy

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You’ll be working in our UK regional business based in Newcastle which forms part of the UBS UK Domestic Wealth Management business.

Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
Your expertise :
You will have relevant experience in financial services with an exposure to Wealth Management
• proven experience servicing clients in line with all relevant regulation, policy and standards

Your expertise

• minimum RDR level 4 qualified, but preference for level 6
• truly client service oriented and experience working directly with clients in a Wealth Management advisory capacity (can be as a Relationship Manager, Financial Planner, Investment Advisor etc)
• an excellent communicator, with great presentation skills
• a resilient team player
• highly organized and able to manage urgent and competing deadlines on a daily basis

About us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

We have a presence in all major financial centers in more than 50 countries.

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. 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.

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.