Director, Client Advisor - Wealth Management, Scotland

UBS Financial Services; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player seeks a dedicated Director, Client Advisor to enhance Wealth Management services in Scotland. This role requires a passion for client relationships and a strategic mindset to manage and grow a portfolio of high-net-worth clients. You will leverage UBS's extensive resources to deliver tailored financial solutions, ensuring compliance and fostering collaboration across teams. Join a company that values diversity and inclusion, offering a supportive environment where your skills can shine. If you are ready to take your career to the next level in a dynamic and rewarding setting, this opportunity is for you.

Benefits

Flexible working options

Diversity and inclusion initiatives

Supportive team environment

Opportunities for growth

Qualifications

• Experience in financial services with a focus on Wealth Management.
• Proven client servicing experience in compliance with regulations.

Responsibilities

• Build long-term relationships with HNW clients in the Scottish market.
• Drive prospecting and acquisition strategies for client growth.

Skills

Client Relationship Management

Communication Skills

Presentation Skills

Organizational Skills

Team Collaboration

Education

RDR Level 4 Qualification

RDR Level 6 Qualification

Job description

Director, Client Advisor - Wealth Management, Scotland

Location: United Kingdom, City: Edinburgh

Job Type: Full Time

Your Role

Are you at your best when serving clients and building long-term relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us:

1. Establish long-term mutually beneficial relationships with clients with a focus on the Scottish HNW market targeting relationships with a minimum £5m investable wealth.
2. Drive an effective prospecting and acquisition strategy to both manage and grow a book of (U)HNW clients.
3. Ensure effective use of UBS’s world leading platform of products and services to bring the best for the benefit of our clients in achieving their financial goals and objectives.
4. Ensure effective engagement with colleagues within GWM and IB/AM divisions to capture opportunities under our One Bank philosophy.

Your Team

You’ll be working in the Scotland team based in Edinburgh which forms part of the UBS UK Domestic Wealth Management business. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your Expertise

You will have relevant experience in financial services with an exposure to Wealth Management:

1. Proven experience servicing clients in line with all relevant regulation, policy and standards.
2. Minimum RDR level 4 qualified, but preference for level 6.
3. Truly service oriented.
4. An excellent communicator, with great presentation skills.
5. A resilient team player.
6. Highly organized and able to manage urgent and competing deadlines on a daily basis.

About Us

UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

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. 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.