FIM Client Advisor - Partner to External Asset Managers

UBS Group AG; London Borough of Merton; On-site; GBP 60,000 - 90,000; Full time

Job summary

UBS Jersey is seeking a client-focused professional to build long-term relationships with Financial Intermediaries across the Channel Islands and UK, delivering tailored solutions in daily interactions.

You will collaborate with colleagues across the bank to ensure seamless execution of client-related processes, review FIMs and end clients per desk procedures, and contribute to the team’s goals while upholding risk standards and English-language communications.

Qualifications

• Level 4 qualification mandatory
• Strong banking knowledge and understanding of financial markets
• Excellent communication skills in English
• Independent and team-oriented with strong organizational skills

Responsibilities

• Establish and grow long-term relationships with Financial Intermediaries (External Asset Managers, etc.)
• Serve as the primary contact for Financial Intermediaries with tailored solutions
• Collaborate with bank areas to ensure seamless execution of client processes
• Review FIMs and end clients per desk procedures
• Collaborate to deliver UBS FIM offerings to applicable FIMs
• Contribute to team goals and uphold risk standards

Skills

MS Office

Communication skills

Risk awareness

Organizational skills

Education

Level 4 qualification

Tools

IT tools

Job description

UBS Jersey is seeking a client-focused professional to build long-term relationships with Financial Intermediaries across the Channel Islands and UK, delivering tailored solutions in daily interactions.

You will collaborate with colleagues across the bank to ensure seamless execution of client-related processes, review FIMs and end clients per desk procedures, and contribute to the team’s goals while upholding risk standards and English-language communications.