Director, Client Advisor - Wealth Management, Scotland

Director, Client Advisor - Wealth Management, Scotland

Location: Edinburgh, United Kingdom

Department: Global Wealth Management

Job Reference #: 318450BR

Job Type: Full Time

Your Role

Are you passionate about serving clients and building long-term relationships? Do you aspire to develop a career in Wealth Management? We are seeking a professional who can:

1. Establish long-term, mutually beneficial relationships with clients, focusing on the Scottish HNW market, targeting relationships with a minimum of £5m investable wealth.
2. Drive an effective prospecting and acquisition strategy to manage and grow a book of (U)HNW clients.
3. Utilize UBS’s platform of products and services effectively to help clients achieve their financial goals.
4. Engage with colleagues within GWM and IB/AM divisions to seize opportunities under our One Bank philosophy.

Candidate Profile

We welcome applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your Team

You will be part of the Scotland team based in Edinburgh, within UBS UK Domestic Wealth Management. We value diversity, equity, and inclusion, which strengthen our business and benefit our clients.

Required Expertise

• Relevant experience in financial services with exposure to Wealth Management.
• Proven ability to service clients in compliance with all relevant regulations, policies, and standards.
• Minimum RDR level 4 qualification, with a preference for level 6.
• Service-oriented mindset.
• Excellent communication and presentation skills.
• Resilient team player.
• Highly organized, capable of managing urgent and competing deadlines daily.

About UBS

UBS is the world’s largest and only truly global wealth manager, operating through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. We have a presence in all major financial centers across more than 50 countries.

Join Us

At UBS, our diverse team drives our success. We are committed to fostering an inclusive culture, offering growth opportunities, and supporting flexible working arrangements. We welcome applications from individuals requiring reasonable accommodations during the recruitment process.

Policy and Disclaimers

UBS is an Equal Opportunity Employer, respecting and empowering individuals from diverse backgrounds and experiences.