Relationship Manager WM HNW Czech Republic / Slovakia
Switzerland - Zürich
Client advisory / Relationship management
Global Wealth Management
Job Reference #:
192772BR
City:
Zürich
Job Type:
Full Time
Your role:
Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for someone like that who can:
– define and implement a strategy to expand our HNW client base
– identify potential HNW clients, build and manage a prospect pipeline
– implement a quantitative prospect development plan with measurable actions
– grow the local market network by referrals and by identifying new prospects
– develop and maintain trustworthy client partnerships with the main focus on strategic advice
– 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
– make sure clients are managed in a manner that contributes to an effective risk culture on the team
– ensure availability of all relevant information and documentation including KYC of all clients and prospects to meet regulatory requirements
– orchestrate a global team of solution providers and specialists to cover complex client and prospect needs on a holistic basis
Your team:
You will be working in the HNW Czech Republic & Slovakia desk in Zurich. You will be part of a team consisting of a Relationship Manager, an Investment Advisor and an Assistant, covering mainly large family offices and other sophisticated clients and prospects.
Your expertise:
You have:
– a university degree in economics or finance
– strong commitment and passion for the Czech Republic and Slovakian markets, including understanding of social and business culture
– extensive experience in successful acquisition and development of Czech and Slovakian HNW clients
– experience in dealing with wealthy and sophisticated HNW clients and prospects with focus on strategic advice
– a strong network in the Czech Republic and in Slovakia with personal contact to potential HNW clients
– in-depth knowledge about the Czech and Slovakian markets, including the regulatory landscape
– comprehensive knowledge in financial products and services, in particular in Wealth Management but also in Investment Banking and Asset Management
– experience in working in large organizations and in leveraging global resources
– a proven record in finding solutions for clients
You are:
– an expert at building networks and connections (people want to know you)
– motivated to travel to Eastern Europe frequently
– extremely organized, with great planning skills and efficient time management
– an excellent communicator, with great presentation and negotiation skills
– keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management
– familiar with compliance frameworks of large organizations
– fluent in English, Czech and Slovak language skills would be advantageous
About us:
Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?
Join us:
We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.
Contact Details:
UBS HR Recruiting Switzerland
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.