Wealth Management

Can you build client relationships and deliver exceptional client service? Do you enjoy sharing your knowledge about the markets with others? Are you all about finding the best solution for clients?

Client Advisors and Relationship Managers 

Who we are:

Our Client Advisors and Relationship Managers have the benefit of working for the market leader. Our advisory process provides financial products and services for diverse client requirements.  We combine long-term client relationships with our worldwide resources to meet our clients’ investment needs.

What we do:

All around the world, our client advisors in Wealth Management combine strong personal relationships with the resources of UBS to provide a full range of wealth management services. Our clients profit from offerings tailored to each segment of the private client market.

As the market leader in retail banking in Switzerland, our clients range from young people to affluent professionals to pensioners. Keeping pace with the changing demands of our clients requires a constant flow of ideas. As such, our products and services are always changing to meet new demands, circumstances and market developments.

As the market leader in business banking in Switzerland, our corporate client segment is made up of more than 136,500 Swiss-based companies. Our clients range from small and medium-sized enterprises and public sector entities to multinationals and large corporates.

Our business is based on trusting, long-term relationships built from objective advice and customized products and services. Your personal commitment, enthusiasm and ability to understand clients’ needs will help us meet (and even exceed) their expectations. And our collaborative culture will recognize and reward you for what you contribute.

 

Product Specialists

Who we are:

We provide investment solutions for a variety of clients, including individuals, institutions and intermediaries. Our Product Specialist teams create programs and products for clients, and update existing ones. Our main goal is to deliver superior investment returns and foster the long-term client relationships that are at the heart of our success.

What we do:

We make sure our products keep up with the latest developments in global banking, wealth planning, and wealth and asset management. As product managers, we’re responsible for one or more products (or product areas) – from launch to decommission. This includes maintenance, as well as quality and profitability tracking.

You'll help us deliver new products, all the while supporting our marketing and education efforts. Collaboration skills are essential, because we work closely with internal clients, project teams and investment specialists. You'll benefit from our fast-paced, international team environment. And we'll recognize your contribution to our growth.

 

Client Advisor Assistant

Who we are:

Our Client Advisors Assistants work with CAs to deliver exceptional services to our clients. Our advisory process provides financial products and services for diverse client requirements.  We combine long-term client relationships with our worldwide resources to meet our clients’ investment needs.

What we do:

Delivering an exceptional service and experience for our clients is a team effort, but it also takes a people person. Managing, preserving and growing the wealth of our clients is the center of what we do. Collaborating with our colleagues across the business (not just Client Advisors), we make sure all our account opening, onboarding, due diligence and monitoring activities run smoothly.