UK UHNW Client Advisor - Director/ Executive Director

UBS; City of Westminster; On-site; GBP 120,000 - 200,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Relationship management

Client acquisition

Networking

Regulatory knowledge

Client-facing experience

Financial markets understanding

Digital & AI awareness

Record-keeping accuracy

Education

RDR Level 4

Job description

Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you a passionate relationship manager who delivers an exceptional client experience? Are you a proven risk manager?, We're looking for an UHNW Client Advisor, in London, United Kingdom, covering UK resident and UK resident non-domiciled UHNW clients. Our UHNW team supports some of our largest and most complex clients, typically ranging from £80 million of investable assets to upwards of hundreds of millions.

• build, establish and grow your client relationships within the UHNW segment
• extensive networker, proven acquisition talent and passionate knowledge of the UHNW field
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams.
• extensive network in order to facilitate the acquisition of new UHNW clients
• have a plan to develop the client book with measurable outcomes
  experience in relationship management, asset gathering and investments, ideally working in a client-facing role
• firm grasp of financial markets and regulatory frameworks
• ability to build strong client networks, with an entrepreneurial mind-set
• resilient team player and truly service oriented
• aptitude for digitization and technology
• keep accurate and up-to-date records
• comply with all regulations, policies and standards to be in line with our risk management culture, Relevant experience in financial services with an exposure to Wealth Management
• Proven experience servicing private clients and family offices in line with all relevant regulation, policy and standards
• curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use. You'll be working in a well-established Ultra High Net worth team in London, providing service to our largest and most complex UHNW private clients and family offices. We’re focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management., UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

You are:

• 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

We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. 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.