Relationship Manager Wealth Management France International HNWI
Switzerland - Northern Switzerland
Client advisory / Relationship management
Global Wealth Management
Job Reference #:
196979BR
City:
Basel
Job Type:
Full Time
Your role:
Are you a people person? Do you know how to give superior investment advice that grows client wealth?
Do you have a strong track record in client advisory and sales? Are you a proven risk manager?
Are you a dynamic relationship manager who delivers an exceptional client experience?
We’re looking for a Relationship Manager within the France Intl HNWI Desk in Basel to:
• develop and maintain trustworthy client partnerships with the main focus on strategic advice
• implement a quantitative prospect development plan with measurable actions
• 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
• grow local market network by referrals and by identifying new prospects
• make sure clients are managed in a manner that contributes to an effective risk culture on the team
Your team:
You’ll be working in the France Intl HNWI Desk team in Basel, covering as well our team in Zurich. We provide you an outstanding platform for your professional development while being part of a dynamic and motivated team. This benefits our international HNWI French clients. As a Relationship Manager, you’ll play an important role in developing existing clients (whole team), acquiring new clients, collaborating with other internal departments.
Your expertise:
• minimum of 7+ years of experience in Private Banking & Wealth Management, ideally in dealing with French clients in the region of Alsace
• knowledge of financial products and services, as well as French and Swiss tax skills
• proven track record in finding solutions for clients
• great at building networks and connections (people want to know you)
• extremely organized, with great planning skills and efficient time management
• excellent communicator, with great presentation skills
• proficient & fluent in French and English (German as a plus)
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 almost 900 offices and more than 50 countries. Do you want to be one of us?
Join us:
Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.
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.