Client Advisor

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Italy
- Client advisory / Relationship management
- Global Wealth Management

Job Reference #
- 336493BR

City
- Bologna

Job Type
- Tempo pieno

Your role
- Are you a dynamic relationship manager who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a deal?

We’re looking for a client advisor for HNW Italian clients to:
- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture

Your Career Comeback

Your team
- You’ll be working in the High Net Worth (HNW) team in Milan. We’re focused on managing, preserving and growing our clients’ wealth,



and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your expertise
- proven experience in relationship management, asset gathering and investments, ideally working in a client-facing role covering the Italian market.
- firm grasp of Italian financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in Italian to support local client base and fluent in 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 inve

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/7tbzmt