Switzerland - Western Switzerland

Client advisory / Relationship management

Global Wealth Management

Your role

Acquire a sizable NNM from HNW and UHNW prospects. Manage the acquired portfolio as a team with the Investment Advisor. Ensure that prospect/client needs are assessed, and risk appetite is understood and respected. Drive growth by building a long-term, sustainably profitable client book by New Client Acquisition.

Are you a people person? Do you know how to give superior investment advice that grows client wealth?

We’re looking for a Senior 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 cooperation with the Investment Advisor
• provide high-quality investment options for clients, working closely with team members and specialists from other areas
• 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

Job Reference #

332427BR

City

Genève

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

You’ll be working in the Saudi team in Geneva. We provide a lively and friendly work environment, an unrivaled product shelf and access to various specialists (Investment bank, wealth planning, art advisory, philanthropy, etc.). This benefits our UHNW and HNW customers, who bank with a truly global wealth manager. As a Senior Relationship Manager, you'll play an important role in helping us expand our Saudi business.

Your expertise

• previous experience in wealth management, ideally at least 10 years working in a client-facing role in the Saudi market.
• extensive knowledge of financial products and services
• proven track record in finding solutions for clients
• great at building networks and connections and a strong network in Saudi with personal contact to potential (U)HNW clients
• extremely organized, with great planning skills and efficient time management
• excellent communicator, with great presentation skills
• fluent in English & Arabic to support local client base

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. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

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. And we use artificial intelligence (AI) to work smarter and more efficiently. 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.

Contact Details

UBS Business Solutions SA
UBS Recruiting

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.