Client Advisor Wealth Management – Spanish market
UBSLuxembourgUpdate time: September 30,2020
Job Description
Are you a dynamic relationship manager who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal?
We’re looking for a client advisor for HNW/UHNW Spanish clients to:
• Build, establish and grow client relationships
• Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• Have a plan to develop the client book with measurable outcomes
• Keep accurate and up-to-date records on client investor profiles
• Take a strategic view of clients’ investments and closely monitor their portfolio quality
• Comply with all regulations, policies and standards to be in line with our risk management culture
We’re looking for a client advisor for HNW/UHNW Spanish clients to:
• Build, establish and grow client relationships
• Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• Have a plan to develop the client book with measurable outcomes
• Keep accurate and up-to-date records on client investor profiles
• Take a strategic view of clients’ investments and closely monitor their portfolio quality
• Comply with all regulations, policies and standards to be in line with our risk management culture
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