Client Advisor - HNW Director

UBS; London; On-site; GBP 40,000 - 70,000; Full time

Job summary

UBS, une entreprise mondiale de services financiers, recherche un professionnel orienté vers le service client ayant au moins une qualification RDR niveau 4. Le candidat idéal doit être organisé, résilient et posséder d'excellentes compétences en communication. Ce rôle est essentiel pour assister nos clients dans la gestion de leur patrimoine tout en respectant les normes et régulations en vigueur.

Qualifications

• Minimum RDR niveau 4, préférence pour niveau 6.
• Orienté vers le service, excellentes compétences en communication, joueur d'équipe résilient.
• Organisé et capable de gérer des délais urgents.

Responsibilities

• Service aux clients en conformité avec la réglementation.
• Fournir une expertise en gestion de patrimoine.
• Faire preuve de compétences en présentation.

Skills

Service client

Communication

Organisation

Education

Qualification RDR niveau 4

Préférence pour niveau 6

Job description

• Relevant experience in financial services with exposure to Wealth Management.
• Proven experience servicing clients in line with all relevant regulation, policy, and standards.

You are:

• Minimum RDR level 4 qualified, with a preference for level 6.
• Truly service-oriented.
• 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 the company

UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

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