Client Advisor FIM

UBS; London Borough of Merton; On-site; GBP 60,000 - 90,000; Full time

Job summary

UBS Jersey is seeking a client-focused professional to build long-term relationships with Financial Intermediaries across the Channel Islands and UK, delivering tailored solutions in daily interactions.

You will collaborate with colleagues across the bank to ensure seamless execution of client-related processes, review FIMs and end clients per desk procedures, and contribute to the team’s goals while upholding risk standards and English-language communications.

Qualifications

• Level 4 qualification mandatory
• Strong banking knowledge and understanding of financial markets
• Excellent communication skills in English
• Independent and team-oriented with strong organizational skills

Responsibilities

• Establish and grow long-term relationships with Financial Intermediaries (External Asset Managers, etc.)
• Serve as the primary contact for Financial Intermediaries with tailored solutions
• Collaborate with bank areas to ensure seamless execution of client processes
• Review FIMs and end clients per desk procedures
• Collaborate to deliver UBS FIM offerings to applicable FIMs
• Contribute to team goals and uphold risk standards

Skills

MS Office

Communication skills

Risk awareness

Organizational skills

Education

Level 4 qualification

Tools

IT tools

Job description

Are you a people person? Do you know how to provide superior service to attract new business and makes existing Financial Intermediaries grow further with us?,

• Establish and grow long-term client relationships with Financial Intermediaries (External Asset Managers, Multi-Family Offices)
• Serve as the primary point of contact for the Financial Intermediaries and providing tailored solutions in daily interactions
• Collaborating with all areas of the bank as necessary to ensure seamless execution of all client-related processes and transactions, acting as a reliable and trusted partner to the Financial Intermediary
• Responsible for timely and thorough review of FIMs and end clients in accordance with desk procedures
• Collaborate with colleagues from across the bank to deliver the full extent of the UBS FIM offering to applicable FIMs
• Contribute actively to the achievement of team goals
• Comply with all relevant regulations, policies and standards, fostering a strong risk management culture
• The team
• You'll be working in the FIM Jersey team in Jersey. We are dedicated to serving Financial Intermediary/ External Asset Managers predominantly based in the Channel Islands and UK with passion and professionalism. Our ambition is to be the partner bank of choice within the Channel Islands and UK financial market. We place great emphasis on delivering efficient, high-quality service at all times.
  A passion for client interaction and a proactive, service-oriented mindset
• Strong banking knowledge and understanding of wider financial markets
• Level 4 qualification held at outset (mandatory)
• Excellent proficiency in common MS Office and IT tools
• High level of risk awareness and commitment to quality standards
• Independent and team-oriented professional with strong organizational skills and the ability to perform under pressure
• Excellent communication skills in English
• you're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use
  UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.