UHNW Client Advisor | Director, London Wealth

UBS; City of Westminster; Sur place; GBP 120 000 - 200 000; Plein temps

Résumé du poste

UBS is recruiting an UHNW Client Advisor in London to manage UK resident UHNW clients, including family offices. You will cultivate and grow a premier client book, deliver tailored investment guidance, and collaborate with product teams to create comprehensive wealth solutions.

A strong networking ability and regulatory awareness are essential. The role emphasizes service excellence, proactive client engagement, and responsible use of data and AI to optimize workflows within a well-established

Qualifications

• Experience servicing UHNW clients and family offices in wealth management.
• Proven networker with acquisition talent and strong client relationships.
• Knowledge of financial markets, regulation and risk management.

Responsabilités

• Build, establish and grow client relationships within the UHNW segment.
• Provide trusted advice to clients in collaboration with investment products and solutions teams.
• Develop the client book with measurable outcomes.
• Maintain up-to-date records and comply with risk policies and standards.
• Leverage AI and technology to improve workflows and client service.

Connaissances

Relationship management

Client acquisition

Networking

Regulatory knowledge

Client-facing experience

Financial markets understanding

Digital & AI awareness

Record-keeping accuracy

Formation

RDR Level 4

Description du poste

UBS is recruiting an UHNW Client Advisor in London to manage UK resident UHNW clients, including family offices. You will cultivate and grow a premier client book, deliver tailored investment guidance, and collaborate with product teams to create comprehensive wealth solutions.

A strong networking ability and regulatory awareness are essential. The role emphasizes service excellence, proactive client engagement, and responsible use of data and AI to optimize workflows within a well-established