Client Advisor FIM UK

UBS Group AG; Greater London; On-site; GBP 42,000 - 62,000; Full time

Job summary

UBS Group AG in London is seeking a FIM Client Advisor to nurture long-term relationships with Financial Intermediaries and deliver tailored solutions. You will be the main contact for external asset managers, coordinating with multiple bank areas to ensure smooth processing of client-related activities.

The role requires a proactive, service-oriented mindset, strong banking knowledge, and excellent English communication. A Level 4 qualification and solid risk awareness are essential.

Qualifications

• A Level 4 qualification is mandatory.
• Excellent proficiency in common computer applications and systems.
• High level of risk awareness and commitment to quality standards.
• A passion for client interaction and service orientation.
• Fluent English communication.

Responsibilities

• Establish and grow long-term client relationships with Financial Intermediaries (External Asset Managers, Multi-Family Offices).
• Serve as the primary point of contact for Financial Intermediaries and provide tailored solutions in daily interactions.
• Collaborate with all areas of the bank to ensure seamless execution of all client-related processes and transactions.
• Responsible for timely and thorough review of FIMs and end clients in accordance with desk procedures.
• Collaborate with colleagues across the bank to deliver 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.

Skills

Client interaction

Service mindset

Banking knowledge

English communication

Organizational skills

Work under pressure

AI curiosity

Independent & team-oriented

Risk awareness

Computer skills

Education

Level 4 qualification

Job description

Key Responsibilities

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?

Job Type

Full Time

Job Reference #

344289BR

City

London

Key Responsibilities

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?

We're looking for a FIM Client Advisor to:

• 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 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.

Your Skills And Experience

• 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

About Us

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.

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.