Associate Director - Wealth Management Client Advisor - Newcastle

UBS; Newcastle upon Tyne; On-site; GBP 70,000 - 90,000; Full time

Job summary

UBS is seeking an Associate Director - Wealth Management Client Advisor in Newcastle. This role focuses on building lasting relationships with HNW clients and driving effective acquisition strategies within a collaborative team environment. Candidates should possess relevant financial service experience and qualifications in Wealth Management, exhibiting strong communication and organizational skills.

Qualifications

• Experience in financial services with exposure to Wealth Management.
• Experience working directly with clients in Wealth Management advisory roles.
• Proven ability in servicing clients per regulations.

Responsibilities

• Establish long-term beneficial client relationships focusing on HNW market.
• Drive prospecting and acquisition strategies to grow HNW client base.
• Engage with colleagues in GWM and IB/AM divisions under One Bank philosophy.

Skills

Client Service Orientation

Communication

Presentation Skills

Team Player

Organization

Education

RDR Level 4 Qualification

Preference for RDR Level 6

Job description

Associate Director - Wealth Management Client Advisor - Newcastle

UBS Newcastle Upon Tyne, England, United Kingdom

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Associate Director - Wealth Management Client Advisor - Newcastle

UBS Newcastle Upon Tyne, England, United Kingdom

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Join to apply for the Associate Director - Wealth Management Client Advisor - Newcastle role at UBS

Job Reference #
321467BR

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 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.

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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