GFO LatAm Investment Advisor
UBSSwitzerland - zürich Update time: October 12,2020
Job Description
Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
We’re looking for an Investment Advisor for Global Family Office (GFO) clients to:
• create and implement a strategic client book development plan with measurable actions
• grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
• understand each client and establish long-term client partnerships
• support the RM by leveraging the entire bank and proactively promoting multi-shoring services, the Investment Bank and Global Asset Management
• select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
• keep accurate, up-to-date client documentation including investor profiles to meet regulatory requirements
• comply with all regulation, policies and standards, contributing to an effective risk culture
We’re looking for an Investment Advisor for Global Family Office (GFO) clients to:
• create and implement a strategic client book development plan with measurable actions
• grow the book by exploiting share of wallet opportunities, referrals and conversions of prospects
• understand each client and establish long-term client partnerships
• support the RM by leveraging the entire bank and proactively promoting multi-shoring services, the Investment Bank and Global Asset Management
• select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
• keep accurate, up-to-date client documentation including investor profiles to meet regulatory requirements
• comply with all regulation, policies and standards, contributing to an effective risk culture
Get email alerts for the latest"GFO LatAm Investment Advisor jobs in Switzerland - zürich "
