Relationship Manager Wealth Management

Your role Are you a people person? Do you know how to give superior investment advice that grows client wealth? We're looking for a Relationship Manager to: Develop and maintain trustworthy client partnerships with a main focus on strategic advice. Grow topline through focus on GFIW clients, proper client segmentation, and OneBank delivery. Create and implement a strategic, quantitative prospect development plan with measurable actions; monitor and re-assess regularly. Provide extensive knowledge of target market and identify new prospects by developing a strong network with opinion leaders and door openers. Develop a mutual understanding with the client and establish trustworthy client partnerships with a main focus on strategic advice, expanding share of wallet with existing clients, and winning back former clients. Work closely with other team members, regularly sharing information on clients and client activities, and sharing best practices. Arrange senior management coverage of clients where appropriate. Ensure clients are managed in accordance with all relevant regulation, policies, and standards, contributing to an effective risk culture on the team. 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. Manage clients in a manner that contributes to an effective risk culture on the team. Achieve sustainable financial performance along agreed market-specific KPIs such as revenue growth and NNM from existing and new clients. Implement a clear strategy for profitable growth of the client base, generating Net New Money. Build long-term client relationships and ensure overall client satisfaction. Maintain highly effective personal organization, structured planning, and efficient time management. Your team You'll be working in the Global Family & Institutional Wealth (GFIW) team in Luxembourg. We're focused on managing, preserving, and growing our clients' wealth, and helping clients plan for and manage succession. We provide training and continuous education to better serve our clients and promote personal development. As a Relationship Manager, you'll play an important role in helping us stay a global leader in wealth management. Your expertise Proven track record in advising & acquiring sophisticated institutional-type clients in a relationship management, sales, institutional, or corporate finance solutions role. Great networking skills with the desire to build your client portfolio and relationships, aiming to improve the client experience. Ability to lead strategic dialogues with principals and family office executives, with a focus on total family wealth. In-depth knowledge of traditional and alternative asset classes, capital markets, and sophisticated financial instruments including derivative structures. Solid background in primary markets, secondary markets, and regulatory frameworks. Commercial and origination-driven mindset coupled with proven negotiation skills. Driven and flexible team player with strong interpersonal skills. Business-level fluency in French and English; additional languages are a plus. Excellent communication and presentation skills. About us: UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in over 50 countries. Do you want to be one of us? How we hire: This role requires an assessment on application. Learn more about how we hire. Disclaimer / Policy Statements: UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, ... #J-18808-Ljbffr