Client Advisor
| Company | UBS |
|---|---|
| Location | Vancouver, BC, Canada |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Expert or higher |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
-
No preferred qualifications provided.