Client Advisor – Financial Intermediaries Europe

Switzerland - Zürich

Client advisory / Relationship management

Global Wealth Management

Job Reference #

334039BR

City

Zürich

Job Type

Full Time, Part Time

Your role

Are you passionate about client engagement? Do you thrive in taking ownership and working in a structured, organized manner? If so, we invite you to become part of our dynamic team, where your expertise and commitment will make a meaningful impact.

• Serve as the primary point of contact for professional clients like Financial Intermediaries, Multi Family Offices and Fund Managers providing tailored solutions in daily interactions
• Manage and execute client inquiries and orders with precision and efficiency
• Ensure seamless execution of all client-related processes and transactions, acting as a reliable and trusted advisor
• Perform both administrative and conceptual tasks to support client needs and business objectives
• Contribute actively to the achievement of team goals through collaboration and shared responsibility
• Participate in the distribution of responsibilities within the team to ensure optimal service delivery

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

You will join the FIM Europe team, based in Zurich. We are dedicated to serving external asset managers across Europe with passion and professionalism. Our ambition is to be the partner bank of choice within the Swiss financial market. We place great emphasis on delivering efficient, high-quality service at all times.

Your expertise

• Several years of experience in a similar client advisory role, ideally within the banking or financial services sector
• Strong banking knowledge and solid understanding of capital markets
• Excellent proficiency in common computer applications and systems
• High level of risk awareness and commitment to quality standards
• Quick learner with the ability to adapt to new systems and processes
• Independent and team-oriented professional with strong organizational skills and the ability to perform under pressure
• Excellent communication skills, with fluency in both German and English

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.