The Client Advisors' core responsibilities are to provide comprehensive wealth management strategies and solutions to High Net Worth Individuals (HNWI). They will achieve this by building sound relationships with their clients that relies on their expert knowledge of the Australian Equities market and investment opportunities. Drawing on specialist skills and product areas the client advisor will provide comprehensive investment solutions to maximise their clients wealth opportunities. A core function of this role is to ensure that all advise and investment solutions that are provided to clients is achieved in accordance with the all regulatory and compliance policies that are in place. This includes but is not limited to anti money laundering, source of wealth (KYC) and FSR  RG 146.

Requirements

Desirable: Tertiary qualified – Financial Markets, Commerce, Economics  with more than 5 years experience in Banking, Finance or Broking required .

Essential:   Client advisors must be proven revenue generators within the Australian market and have the desire to build their portfolio of clients using the resources and expertise of UBS’s platform, products and services and global networks. Motivation to succeed with a self-starter attitude will be required.

Our Offering

UBS is a leading global financial services firm. Global Wealth Management & Business Banking combines the world’s leading wealth management business, the leading retail bank in Switzerland, and one of the top private client businesses in the USA. We provide a comprehensive array of customized banking and securities services to our clients around the world. We can offer you an exciting, fast-paced working environment, a culture of mutual respect and teamwork and the opportunity to play a vital role in our growth.

Please apply online, via the link below, job ref 49388BR