Switzerland - Ticino, Switzerland - Western Switzerland, Switzerland - Zürich
Client advisory / Relationship management
City
Genève, Lugano, Zürich
Your role
Are you a true networker who loves to talk to potential clients?
Can you also close a deal?
Do you have a strong track record in advising and sales within the Italy, France or Belgium markets?
if yes; our 18 months Wealth Management Associate Program extends your skills, provides a unique experience in Wealth Management, and establishes a platform for accelerated career development in a client facing role.
Parallel off-the-job education will provide you with the business specific knowledge, but the main focus is on-the-job, developing your book of clients. Upon successful completion of the program, you will be equipped with the necessary foundation to embark upon a rewarding career with UBS Wealth Management in one of our global locations.
We’re looking for someone who can:
- develop to become a successful Relationship Manager through our training program; reaching (or preferably exceeding) both the financial and educational targets set within the program
- build up a client book from your own existing network of wealthy individuals in Italy, France or Belgium
- establish long-term mutually beneficial relationships with clients
- continuously grow your network by referrals and by identifying new prospects
- acquire the necessary knowledge and sales skills to deliver the UBS value proposition to clients, including timely completion of mandatory trainings and the WM Certificate
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
For the Wealth Management Teams Italy International or France & Belgium International, which are located in Lugano, Zurich and Geneva, we are looking for a driven and ambitious personality who is keen to make a positive impact on our clients and UBS. At the same time, we will provide you with an outstanding platform for your professional development while being part of a dynamic and experienced team.
Your expertise
- a bachelor or master from a leading university / business school with a minimum of 4 years professional experience
- good understanding and strong interest in financial markets and in depth market knowledge in Italy, France or Belgium with a convincing network of UHNW / HNWI segments
- excellent interpersonal, communication, and sales skills
- a networker and a skilled relationship builder at heart
- part of a club, alumni-network, or involved with entrepreneurial activities
- a collaborative team player who is also independent enough to plan your own activities and put your business plan into action
- experience in Wealth Management services is welcome, though not required
- languages skills: fluent in Italian or French
- 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
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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