Client advisory / Relationship management
Your role
As a Financial Planner, you will provide financial planning advice to UBS Wealth Management UK clients. You will work as a specialist alongside UBS client advisors. A team of Paraplanners and Administrators will help you to efficiently execute the advice and provide excellent client service.
Global Wealth Management provides comprehensive financial services to wealthy private clients around the world. Its clients benefit from the entire spectrum of UBS resources, ranging from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.
Responsibilities
- understand clients' long-term financial objectives
- provide holistic financial planning advice to clients
- provide a high level of technical expertise and client service
- build strong relationships with the clients, client advisors and other stakeholders
- attend client meetings alongside the client advisors
- preparation and completion of meeting notes and follow ups
Your team
The Financial Planning team is part of Advisory & Sales UK, which brings together product specialists involved in product development, coverage/sales support and execution to provide high quality services to its Wealth Management client segments.
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
Your expertise :
- Chartered Financial Planner and appropriate exams to act as a Pensions Transfer Specialist – e.g. G60 or equivalent
- A good deal of previous experience as a financial planner for high net worth and ultra high net worth clients with diverse backgrounds and professions
- excellent technical knowledge in every area of financial planning
- ability to work through complex situations with clients and explain clearly and concisely
- very good sales expertise and strong commercial focus
- strong risk focus and excellent understanding of the regulatory environment
- knowledge of cashflow modelling software would be desirable
About us
UBS is the world’s largest and 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.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?
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.