Wealth Management Client Advisor - Newcastle

City

Newcastle Upon Tyne

Job Type

Full Time

Country / State

United Kingdom

Function Category

Client advisory / Relationship management

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. Because together, we’re more than ourselves.

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.

Your Team

• You’ll be working in our UK regional business based in Newcastle which forms part of the UBS UK Domestic Wealth Management business.
• Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.
• Your expertise :
• You will have relevant experience in financial services with an exposure to Wealth Management
• proven experience servicing clients in line with all relevant regulation, policy and standards

Your Expertise

• minimum RDR level 4 qualified, but preference for level 6
• truly client service oriented and experience working directly with clients in a Wealth Management advisory capacity (can be as a Relationship Manager, Financial Planner, Investment Advisor etc)
• an excellent communicator, with great presentation skills
• a resilient team player
• highly organized and able to manage urgent and competing deadlines on a daily basis

About Us

UBS is the world’s largest and the 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.

We have a presence in all major financial centers in more than 50 countries.

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.