Client Advisor - Scotland job in Edinburgh
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|Company Name:|| UBS|
|Job Type:||Full Time|
Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who can help us:
-establish long-term mutually beneficial relationships with clients
-select advisory processes and agreements designed to meet our clients' needs, objectives and expectations
-keep accurate, up-to-date client investor profiles
-develop a client investment strategy and keep a close eye on portfolio quality
-create and implement a strategic client book development plan with measurable actions
-comply with all regulation, policies and standards, contributing to an effective risk culture
Working in the Scotland team you will be part of our UK Private Wealth Management division. You will work closely with other client advisors in the region, as well as closely with the client advisor assistants and the investment products and services divisions.
Your experience and skills
-proven experience in client advising
-a firm grasp of financial markets and regulatory frameworks
-an impressive client advising and selling record
-always looking to improve the client experience
-motivated, self-directed and driven
-a dynamic and flexible team player with great networking skills
-a perfectionist in everything you do (that includes, of course, documentation)
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.
What we offer
Together. That's how we do things. We offer talented people around the world a supportive, stimulating and diverse working environment. We'll value your passion and commitment. And reward your performance.
Take the next step
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.