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 the Wealth Management team in Abu Dhabi. The role involves developing client partnerships, providing strategic investment advice, 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 our 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 service
- 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
- 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 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
Your expertise
- Previous experience in a relationship management role within wealth management, ideally 5 10 years
- Knowledge of financial products and service
- 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.
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