Wealth Management Client Advisor - Newcastle

UBS; Newcastle upon Tyne; On-site; GBP 40,000 - 70,000; Full time

Job summary

A leading global wealth management firm in Newcastle upon Tyne seeks a relationship manager to establish and maintain long-term client relationships in the HNW market. Candidates should have relevant experience in financial services, a minimum RDR level 4 qualification, and outstanding communication skills. Join a collaborative team dedicated to client success and diversity.

Qualifications

• Relevant experience in financial services and exposure to Wealth Management.
• Proven experience in client servicing with adherence to regulations.

Responsibilities

• Establish long-term relationships with HNW clients.
• Drive prospecting and acquisition strategies for client management.
• Use UBS’s platform to achieve clients' financial goals.
• Engage with colleagues to capture business opportunities.

Skills

Client service orientation

Financial services experience

Excellent communication

Resilience

Organization

Education

Minimum RDR level 4 qualification

Preference for RDR level 6 qualification

Job description

Job Reference #

327435BR

City

Newcastle upon Tyne

Job Type

Full Time

Your role

Are you at your best when serving clients and building long-term relationships? Are you looking to build a career in Wealth Management? We are looking for someone who can help us:

• establish long-term mutually beneficial relationships with clients with a focus on the North East & Yorkshire regions HNW client market
• 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
• ensure effective engagement with colleagues within GWM and IB/AM divisions to capture opportunities under our One Bank philosophy

Your Career Comeback

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

Your team

You’ll be working in our UK regional business based in Newcastle 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 :

• You will have relevant experience in financial services with an exposure to Wealth Management
• proven experience servicing clients in line with all relevant regulation, policy and standards

Your expertise

• minimum RDR level 4 qualified, but preference for level 6
• truly client service oriented and experience working directly with clients in a Wealth Management advisory capacity (can be as a Relationship Manager, Financial Planner, Investment Advisor etc)
• 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

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 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. 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.

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.