
Relationship Manager WM (ED)
- Genf
- Unbefristet
- Vollzeit
Manage the acquired portfolio as a team with the Investment Advisor
Ensure that prospect/client needs are assessed, and risk appetite is understood and respected-
Drive growth by building a long term, sustainably profitable client book by New Client Acquisition.Are you a people person? Do you know how to give superior investment advice that grows client wealth?We're looking for a Senior Relationship Manager to:
- develop and maintain trustworthy client partnerships with the main focus on strategic advice
- implement a quantitative prospect development plan with measurable actions
- define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor
- provide high-quality investment options for clients, working closely with team members and specialists from other areas
- grow local market network by referrals and by identifying new prospects
- make sure clients are managed in a manner that contributes to an effective risk culture on the team
UBS RecruitingYour teamYou'll be working in Team Egypt in Geneva. We provide a lively and friendly work environment, an unrivaled product shelf and access to various specialists (Investment bank, wealth planning, art advisory, philanthropy, etc.) . This benefits our UHNW and HNW customers, who
bank with a truly global wealth manager. As a Senior Relationship Manager, you'll play an important role in helping us expand our business in Egypt.Your expertise
- previous experience in wealth management, ideally 10 years
- extensive knowledge of financial products and services,
- proven track record in finding solutions for clients, be it on a discretionary or advisory basis
- great at building networks and connections (people want to know you)
- extremely organized, with great planning skills and efficient time
- excellent communicator, with great presentation skills
- fluent in English and Arabic