Relationship Manager, Wealth Management
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Key skills for this role
About the Role
UBS is looking for a Relationship Manager to join its Wealth Management team in Abu Dhabi. The role involves developing client partnerships, providing strategic investment advice, implementing prospect development plans, and growing the local market network.
Key Skills for This Role
Responsibilities
- Develop and maintain trustworthy client partnerships with the main focus on strategic advice
- Implement a quantitative prospect development plan with measurable actions
- Define advisory processes and agreements that best meet clients’ needs, in cooperation with the Investment Advisor
- Provide high quality investment options for clients, working closely with team members and specialists
- Grow local market network by referrals and by identifying new prospects
- Make sure clients are managed in a manner that contributes to an effective risk culture on the team
Requirements
- Previous experience in a relationship management role within wealth management, ideally 5 10 years
- Knowledge of financial products and services
- Proven track record in finding solutions for clients
- Great at building networks and connections
- Extremely organized, with great planning skills and efficient time management
- Excellent communicator, with great presentation skills
Full Job Posting
Your role
- Do you know how to give superior investment advice that grows client wealth?
- We’re looking for a Relationship Manager to: develop and maintain trustworthy client partnerships with the main focus on strategic advice; implement a quantitative prospect development plan with measurable actions; define advisory processes and agreements that best meet our clients’ needs, in cooper
Job Details
- Job Type: Full Time
- Job Reference #: 339826BR
- City: Abu Dhabi
Your team
- You’ll be working with the Wealth Management team in Abu Dhabi.
Your expertise
- Previous experience in a relationship management role within wealth management, ideally 5 10 years
- Knowledge of financial products and services
- Proven track record in finding solutions for clients
- Great at building networks and connections (people want to know you)
- Extremely organized, with great planning skills and efficient time management
- Excellent communicator, with great presentation skills
About Us
- UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland.
- We also provide diversified asset management solutions and focused investment banking capabilities.
- Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
- We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do.
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.
- 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.
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