Canada

Business development, Client advisory / Relationship management

Global Wealth Management

Your role

Are you skilled at managing key relationships and navigating complex organizations to deliver seamless client experiences?

UBS Canada’s Global Family and Institutional Wealth (GFIW) team offers cross-divisional client services to our wealthiest clients and family offices. Clients are supported by UBS Client Advisors and experts from Wealth Management, the Investment Bank, and Asset Management, ensuring they have access to all UBS capabilities

We are looking for someone who can:
• support the Relationship Managers (RMs) in client coverage, business development and cross-divisional coordination with Wealth Management, Investment Bank and Asset Management. Handle client coverage, onboarding, and maintenance matters including working with counterparts in the US, Switzerland and other key UBS geographies
• act as back-up client coverage person (on behalf of RMs) where needed
• follow-up on Client Advisor and client requests (e.g. market updates / ideas and specific transactions)
• manage and direct day-to-day client activities, often acting as single-entry point for all operational matters vis-à-vis the client
• help management on business management tasks, as needed, e.g., organizing key meetings and preparing regular updates

Job Reference #

317162BR

City

Toronto

Job Type

Full Time

Your Career Comeback

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

Your team

Work directly with the Head of GFIW Canada on cross-divisional client service offerings. As a Wealth Management employee, support solutions for our wealthiest clients, including institutional family offices. The team prospects, builds long-standing relationships, and delivers products, services, and thought leadership to Canada's largest clients

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

• knowledge of financial markets and products, in Wealth Management, the Investment Bank and Asset Management
• experience in working with sophisticated clients and complex investments
• efficiently manage multiple projects, client interactions and process client requests
• plan and execute client events
• excellent interpersonal skills and strong communication skills.
• strong PowerPoint and Excel skills
• CFA Charterholder and / or OSC Portfolio Manager – Advising Representative license preferred
• 7+ years of relevant work experience

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.

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.