Director, Wealth Management Client Advisor - Manchester

UBS; Manchester; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading global wealth management firm in Manchester is seeking experienced Private Bankers to build strong client relationships with HNW & UHNW clients. The ideal candidate should possess a strong service orientation and relevant experience in financial services. The firm offers a dynamic and collaborative working environment with opportunities for career growth and inclusion.

Qualifications

• Relevant experience in financial services and Wealth Management.
• Proven experience servicing clients in line with regulations.
• Ability to manage competing deadlines.

Responsibilities

• Establish and maintain client relationships focused on HNW & UHNW clients.
• Drive prospecting and client acquisition strategies.
• Engage with colleagues to leverage UBS capabilities.

Skills

Service orientation

Excellent communication

Presentation skills

Organizational skills

Team player

Resilience

Education

RDR level 4 qualification

Preference for RDR level 6 qualification

Job description

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Your role

Are you at your best when serving clients and building long-term relationships? Are you looking to build your career in Wealth Management in a dynamic & collaborative environment? We are looking for experienced Private Bankers to join us in our UK regional growth story and place us firmly at the centre of the energetic, entrepreneurial and rapidly expanding Manchester economy as the worlds largest Wealth Management firm. You bring the local knowledge, we bring the global scale.
Help us to:

• establish long-term mutually beneficial relationships with clients with a focus on HNW & UHNW individuals and families across the north of England.
• ensure effective use of UBS's world leading platform of products and services to bring best in class service and advice for the benefit of our clients in achieving their financial goals and objectives
• drive an effective prospecting and acquisition strategy to identify and grow a book of (U)HNW clients
• ensure effective engagement with colleagues within GWM and IB/AM divisions to leverage full UBS capabilities and opportunities under our One Bank philosophy, leveraging our scale and expertise of our specialists.

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.

Your team

You'll be working in our central Spinningfields Manchester office 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 & proven experience servicing clients in line with all relevant regulation, policy and standards

Your expertise

• minimum RDR level 4 qualified, but 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 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.

Your Career Comeback

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