Top Benefits
About the role
Job Reference # 308428BR
Job Type Full Time
Your role Are you an expert in building Ultra High Net Worth (UHNW) client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?
We’re looking for a high caliber, self-motivated client advisor with an established book of affluent clients to:
- leverage our business model and global network to deliver to clients the best that UBS has to offer
- strengthen client relationships and develop new ones through key centers of influence, referral networks and other business development activities
- grow and manage a portfolio of international and/or domestic Canadian clients booked in Canada, monitoring investment plans and liquidity for cash needs, and building long-term relationships
- provide comprehensive financial advice that meets client needs for investment, enterprise and family living standard
- develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations
- contribute to an effective risk culture by complying with all regulations, policies and standards
Your team You’ll be working in the Client Advisor team in Canada. As a client advisor you'll play an important role in building and maintaining valuable relationships with clients located in Toronto, Montreal or Vancouver.
Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
- 10 years + of work experience within wealth management, preferably in a client-facing role
- an established book of business and a refined expertise at building and developing relationships
- strong interest in and understanding of financial markets and regulatory frameworks
- resilient team player and truly service oriented
- organized with great planning skills and efficient time management
- CFA or CIM certification is required
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.
UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.
Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
About UBS
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
- Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal
Top Benefits
About the role
Job Reference # 308428BR
Job Type Full Time
Your role Are you an expert in building Ultra High Net Worth (UHNW) client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?
We’re looking for a high caliber, self-motivated client advisor with an established book of affluent clients to:
- leverage our business model and global network to deliver to clients the best that UBS has to offer
- strengthen client relationships and develop new ones through key centers of influence, referral networks and other business development activities
- grow and manage a portfolio of international and/or domestic Canadian clients booked in Canada, monitoring investment plans and liquidity for cash needs, and building long-term relationships
- provide comprehensive financial advice that meets client needs for investment, enterprise and family living standard
- develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations
- contribute to an effective risk culture by complying with all regulations, policies and standards
Your team You’ll be working in the Client Advisor team in Canada. As a client advisor you'll play an important role in building and maintaining valuable relationships with clients located in Toronto, Montreal or Vancouver.
Our combined efforts help manage, preserve and grow the wealth of our clients, through strong partnership at every stage of their journey.
Your expertise
- 10 years + of work experience within wealth management, preferably in a client-facing role
- an established book of business and a refined expertise at building and developing relationships
- strong interest in and understanding of financial markets and regulatory frameworks
- resilient team player and truly service oriented
- organized with great planning skills and efficient time management
- CFA or CIM certification is required
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.
UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.
Your Career Comeback We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
About UBS
From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers.
UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.
With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*
- Our awards https://www.ubs.com/awards Social Media Legal Terms: http://www.ubs.com/social-legal