FIM Client Relationship Partner

UBS Group AG; Saint Helier; On-site; GBP 60,000 - 90,000; Full time

Job summary

UBS Jersey is seeking a Client Advisor for Financial Intermediaries to strengthen relationships with External Asset Managers, Multi‑Family Offices and other intermediaries in the Channel Islands and UK.

You will be the primary contact for FIs, delivering tailored solutions, collaborating across the bank to execute client-related processes, and contributing to team goals while maintaining high risk controls and quality standards.

Qualifications

• Passion for client interaction with a proactive, service‑oriented mindset.
• Strong banking knowledge and understanding of wider financial markets.
• Level 4 qualification held at outset (mandatory).
• Excellent proficiency in MS Office and IT tools.
• High level of risk awareness and commitment to quality standards.
• Independent and team‑oriented professional with strong organizational skills and the ability to perform under pressure.
• Excellent communication skills in English.
• Curious to explore how AI can improve how we build, deliver, and optimize workflows with sound judgment.

Responsibilities

• Establish and grow long-term client relationships with Financial Intermediaries (External Asset Managers, Multi-Family Offices).
• Serve as the primary point of contact for Financial Intermediaries and provide tailored solutions in daily interactions.
• Collaborate with all areas of the bank to ensure seamless execution of client‑related processes and transactions, acting as a reliable partner.
• Responsible for timely and thorough review of FIMs and end clients in accordance with desk procedures.
• Collaborate with colleagues from across the bank to deliver the UBS FIM offering to applicable FIMs.
• Contribute actively to the achievement of team goals.
• Comply with all relevant regulations, policies and standards, fostering a strong risk management culture.

Skills

Client interaction

Service-oriented mindset

English communication

Education

Level 4 qualification

Tools

MS Office

Job description

UBS Jersey is seeking a Client Advisor for Financial Intermediaries to strengthen relationships with External Asset Managers, Multi‑Family Offices and other intermediaries in the Channel Islands and UK.

You will be the primary contact for FIs, delivering tailored solutions, collaborating across the bank to execute client-related processes, and contributing to team goals while maintaining high risk controls and quality standards.