Investment Advisor Wm Mea Arabian Gulf
1227 Carouge, GE, Switzerland
Job Description
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\\n\\n Switzerland - Western Switzerland\\n
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\\n\\n Client advisory / Relationship management \\n
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\\n\\n Global Wealth Management \\n
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\\nJob Reference #
\\n\\n 278120BR\\n
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\\nCity
\\n\\n Carouge\\n
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\\nJob Type
\\n\\n Full Time \\n
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\\nYour role
\\n\\n Do you have a passion for delivering superior investment advice and solutions to clients? Are you objective driven and a proven risk manager? \\n
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We\\xe2\\x80\\x99re looking for an Investment Advisor for our Arabian Gulf clients to:\\n
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We\\xe2\\x80\\x99re looking for an Investment Advisor for our Arabian Gulf clients to:\\n
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- Create and implement a strategic, quantitative client book development plan.\\n
- Develop a mutual understanding with the client and establish trust-based partnerships with main focus on tactical advice. \\n
- Maintain a complete, accurate, up-to-date investor profile and fully document the client relationship.\\n
- Ensure regular client contact, client performance and overall client satisfaction in coordination with the Relationship Manager.\\n
- Prepare key client meetings, systematically monitor and optimize portfolio quality and performance by executing investment proposals, immediately addressing any health check issues and assisting with risk remediation activities.\\n
- Ensure clients are managed according to all relevant regulations, policies and standards, contributing to an effective risk culture in the team.\\n
- Maintain flawless documentation and day-to-day execution of client orders.\\n
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\\nYour team
\\n\\n You\\xe2\\x80\\x99ll be working in the WM MEA Arabian Gulf joining an outstanding existing Team in Geneva covering UHNWI, where teamwork, collaboration and a positive attitude are as important as the business objectives themselves. \\n
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At UBS Global Wealth Management, we are focused on managing, preserving and growing our clients\\xe2\\x80\\x99 wealth, in addition to helping 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 an Investment Advisor, you\\xe2\\x80\\x99ll play an important role in helping us stay a global leader in wealth management.\\n
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At UBS Global Wealth Management, we are focused on managing, preserving and growing our clients\\xe2\\x80\\x99 wealth, in addition to helping 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 an Investment Advisor, you\\xe2\\x80\\x99ll play an important role in helping us stay a global leader in wealth management.\\n
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\\nYour expertise
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- proven experience in a client facing role with a track record in advising and implementing investment solutions. \\n
- ideally minimum of 5 years of Wealth Management or Wealth Management relevant experience\\n
- ability to take ownership of tasks and be proactive with an entrepreneurial mind-set\\n
- resilient team player and truly service oriented with an aptitude for digitization and technology\\n
- excellent communicator in English to support client base (Arabic and French is a plus)\\n
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\\nAbout us
\\n\\n UBS is the world\\xe2\\x80\\x99s largest and 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.\\n
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With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?\\n
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With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?\\n
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\\nHow we hire
\\n\\n This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html\\n
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\\nJoin us
\\n\\n At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.\\n
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From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it\\\'s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we\\xe2\\x80\\x99re more than ourselves. Ready to be part of #teamUBS and make an impact?\\n
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From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it\\\'s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we\\xe2\\x80\\x99re more than ourselves. Ready to be part of #teamUBS and make an impact?\\n
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\\nDisclaimer / Policy Statements
\\n\\n 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.\\n
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Job Detail
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Job IdJD1635020
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job Location1227 Carouge, GE, Switzerland
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EducationNot mentioned