United Kingdom

Client advisory / Relationship management

Global Wealth Management

Your role

Do you have (the) perfect pitch? Do you follow the markets, even in your spare time?

We’re looking for a Premium Advisory Specialist to:

• provide strategic, proactive investment advice to high-net-worth and ultra-high-net-worth clients, ensuring their portfolios align with their financial objectives and risk appetite
• serve as a senior advisor and primary point of contact, fostering deep, long-term client relationships
• identify and capitalize on market opportunities, recommending sophisticated investment solutions across all asset classes
• collaborate with product specialists, investment strategists, and Relationship Managers to deliver comprehensive, client-centric wealth management services
• ensure all advisory activities meet regulatory standards and internal compliance requirements
• lead by example, mentoring junior advisors and contributing to the ongoing development of the team
• stay ahead of market trends, regulatory changes, and product innovations to provide clients with informed, forward-thinking

Job Reference #

332291BR

City

London

Job Type

Full Time

Your team

The Active Advisory team specializes in providing clients with proactive, personalized investment advice. We monitor global markets, identify opportunities, and deliver timely recommendations to help clients optimize their portfolios. Our team combines deep market expertise with a client-centric approach, ensuring tailored solutions that align with each client’s financial goals.

Your expertise

• extensive experience in wealth management, investment advisory, or a senior client-facing financial role
• in-depth knowledge of global financial markets, investment products, and portfolio management
• outstanding communication, relationship-building, and leadership skills
• relevant professional qualifications (e.g., RDR Level 4, CISI, CFA, or equivalent) required
• proven ability to work collaboratively and drive results in a dynamic, fast-paced environment

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.