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Relationship Manager - HNWI - job post

UBS
3.8 von 5 Sternen
Lugano, TI
100%, Pensum: 90-100%
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Stellenbeschreibung

Anstellungsart

  • Pensum: 90-100%
  • 100%

Arbeitsort

Lugano, TI

Vollständige Stellenbeschreibung

Switzerland - Ticino
Client advisory / Relationship management
Global Wealth Management

Job Reference #

337866BR

City

Lugano

Job Type

Full Time

Your role

Are you a people person? Do you know how to support Client Advisors to grow our business? Are you a true networker who loves to talk to potential clients?
Do you have a strong track record in advising and sales? Can you close a deal?
We’re looking for a Relationship Manager to:

  • develop and maintain trustworthy client partnerships with the main focus on strategic advice
  • drive an effective strategy to manage and develop a book of clients
  • define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Client Advisor
  • support the Client Advisor to identify potential business opportunities within his own book
  • make sure clients are managed in a manner that contributes to an effective risk culture within the team
  • establish long-term mutually beneficial relationships with clients and
  • continuously grow your network

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 UHNW Italy International team in Lugano. We serve Italian based clients. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a Relationship Manager UHNW, you’ll play an important role in helping us stay a global leader in wealth management.

Your expertise

  • on-the-job experience in wealth management and/or wealth planning
  • 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)
  • resilient team player and truly service oriented
  • extremely organized, with great planning skills and efficient time management
  • excellent communicator, with great presentation skills
  • you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use
  • proficient language skills in Italian and fluent in English is a must

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.
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