Senior Client Advisor Wealth Management ME

Updated: May 23, 2024 06:52 PM GMT

UBS

Carouge

Job Reference #
294944BR

Job Type
Full Time

Your role
Are you an expert in building client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?

We’re looking for a client advisor for our Private Clients Near East desk to:
• manage an existing portfolio of clients in Egypt, Lebanon and Libya, monitoring investment plans and liquidity for cash needs, and building long-term relationships
• keep accurate and up-to-date client documentation related to risk, compliance and regulations
• 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
• grow local market network by referrals and identifying new prospects
• contribute to an effective risk culture by complying with all regulations, policies and standards

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