Client Advisor Wealth Management

vor 1 Woche

Hamburg, Deutschland UBS Vollzeit

Germany
- Client advisory / Relationship management
- Global Wealth Management

**Job Reference #**
- 322288BR

**City**
- Hamburg

**Job Type**
- Full Time

**Your role**
- Laufen Sie zur Hochform auf, wenn Sie Kapitalmarkt
- und Produktwissen anwenden dürfen und mit Kunden eine langfristige Beziehungen aufbauen können? Ist Ihre Vertriebsleistung herausragend? Wir suchen einen neuen Kollegen/eine neue Kollegin, die folgende Aufgaben übernehmen möchte:

- Weiterentwicklung von Kundenbeziehungen sowie Ausbau des eigenen Kundenbuchs
- Unterstützung des Teams bei der Bearbeitung komplexer Themenstellungen in der Kundenberatung, im Rahmen der Erstellung von Anlagevorschlägen
- Erfüllen von Kundenbedürfnissen unter Anwendung standardisierter ganzheitlicher Beratungsprozesse
- Akquisition von Neukunden im Wealth Management für die UBS in Deutschland
- Einhaltung von regulatorischen
- und Compliance-Regeln sowie der vorhandenen internen Richtlinien und rechtlichen Bestimmungen

**Your Career Comeback**

**Your team**
- Sie arbeiten in einem Team qualifizierter Berater in unserer Niederlassung in Hamburg. Dort akquirieren und betreuen wir vermögende Kunden,
Familien und Unternehmen in allen Angelegenheiten rund um die Vermögensstrukturierung und Vermögensverwaltung.

**Your expertise**
- eine Bankausbildung, idealerweise mit einer Weiterbildung im Bank
- oder Finanzwesen bzw. haben ein wirtschaftswissenschaftliches Studium sehr gut abgeschlossen
- Produktwissen und Erfahrung im Wealth Management oder Private Banking
- langjährige Berufserfahrung in der Betreuung und Beratung von vermögenden Kunden
- Leidenschaft für die Gewinnung von Neukunden im Wealth Management
- Sie unterstützen gern ein Team
- Sie sind belastbar und flexibel im Umgang mit unterschiedlichen Kundenbedürfnissen
- Sie bringen eine hohe Eigeninitiative mit und verhalten sich stets professionell (hohe Sozialkompetenz ist dabei eine Ihrer vielen Stärken)

**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?

**Contact Details**
- UBS Recruiting Germany

**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.

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