Client Advisor FIM UK

UBS; City of Westminster; On-site; GBP 65,000 - 90,000; Full time

Job summary

UBS Group AG in London seeks a client-facing professional to establish and grow long-term relationships with Financial Intermediaries (External Asset Managers, Multi-Family Offices). You will serve as the primary contact for daily interactions, delivering tailored solutions and collaborating across the bank to ensure seamless client processes.

The role requires strong risk awareness, excellent English communication, and the ability to work both independently and as part of a team within the UK

Qualifications

• Establish and grow long-term client relationships with Financial Intermediaries.
• Serve as the primary point of contact for Financial Intermediaries and provide tailored solutions
• Collaborate across bank areas to ensure seamless client-related processes and transactions
• Review FIMs and end clients in line with desk procedures
• Understand UBS FIM offering and deliver it to applicable FIMs
• Demonstrate strong risk and quality standards in all activities
• Excellent communication in English and ability to work under pressure

Responsibilities

• Establish and grow long-term client relationships with Financial Intermediaries (External Asset Managers, Multi-Family Offices).
• Serve as the primary contact for Financial Intermediaries and provide tailored solutions in daily interactions.
• Collaborate with bank areas to ensure seamless execution of all client-related processes and transactions.
• Review FIMs and end clients in accordance with desk procedures.
• Contribute to delivering UBS FIM offerings to applicable Financial Intermediaries.
• Support team goals and maintain strong risk management culture.
• Communicate effectively in English and work well under pressure.

Skills

Client relationship management

English communication

Risk awareness

Organizational skills

Team oriented

Analytical thinking

Proactive service mindset

Education

Level 4 qualification

Tools

MS Office

Job description

Are you a people person? Do you know how to provide superior service to attract new business and that 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
• You’ll be working in the FIM UK team in London. We are dedicated to serving the Financial Intermediary/ External Asset Managers across UK and continental Europe with passion and professionalism. Our ambition is to be the partner bank of choice within the 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 computer applications and systems
• 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.