Executive Director - UK Client Advisor - Wealth Management

UBS; London; On-site; GBP 80,000 - 90,000; Full time

Job summary

UBS is seeking an Executive Director - UK Client Advisor for Wealth Management in London. This strategic role involves establishing client relationships in the high-net-worth market, driving business growth, and leveraging UBS’s extensive offerings to meet clients’ financial goals. A seasoned professional with a strong track record in wealth management is preferred, making a significant impact on our client service excellence.

Qualifications

• Proven track record in wealth management over a minimum 10 year period.
• Experience servicing RD and RND clients in line with regulations.
• Develop comprehensive business plans.

Responsibilities

• Establish long-term client relationships focusing on UK HNW market.
• Drive prospecting and acquisition strategy for HNW clients.
• Utilize UBS’s platform for tailored client solutions.

Skills

Client Relationship Management

Business Development

Service Orientation

Self-Motivation

Education

RDR Level 4 Qualified

Preferably RDR Level 6 Qualified

Job description

Join to apply for the Executive Director - UK Client Advisor - Wealth Management role at UBS

Join to apply for the Executive Director - UK Client Advisor - Wealth Management role at UBS

Job Reference #
321480BR

Job Type
Full Time

Your role
Are you at your best when developing new business, serving clients and building long-term relationships? Are you looking to progress your career in a role with the global leader in Wealth Management? We are looking for someone who can help us:

• establish long-term mutually beneficial client relationships with a focus on the UK HNW market targeting both RD and RND individuals with a minimum £5m investable wealth.
• drive an effective prospecting and acquisition strategy to both manage and grow a book of HNW clients
• 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. This includes discretionary and advisory solutions across all asset classes and tailored solutions for clients.
  
  

Your team
You’ll be working in the UK HNW team 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

• proven track record in the wealth management industry over a minimum 10 year period working with a cross-section of both complex and non-complex client relationships
• proven experience servicing RD and RND clients in line with all relevant regulation, policy and standards
• minimum RDR level 4 qualified, but preference for level 6
• truly service-oriented
• self-motivated and able to develop a comprehensive business plan
• passionate about driving business growth in a forward-thinking and responsible fashion
  
  

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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking, Financial Services, and Investment Banking

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