Associate Program - Client Advisor WM

Associate Program - Client Advisor WM

UBS Europe SE

Relationship Management
Wealth Management
client acquisition
financial markets knowledge
networking
sales skills
interpersonal skills
German language
English language

Zusammenfassung

Program menedżerski w UBS oferujący rozwój w zarządzaniu majątkiem, budowanie relacji z klientami oraz elastyczne godziny pracy. Wymaga doświadczenia, znajomości rynku i umiejętności sprzedaży.

Schlüsselwörter

Relationship ManagementWealth Managementclient acquisitionfinancial markets knowledgenetworkingsales skillsinterpersonal skillsGerman languageEnglish language

Vorteile

  • elastyczne godziny pracy
  • wsparcie w karierze
  • szkolenia zawodowe
  • praca zespołowa
  • dostosowania dla osób z niepełnosprawnościami

Stellenbeschreibung

About us

Are you a true networker who loves to talk to potential clients? Can you also close a deal?
Do you have a strong track record in advising and sales?

If yes; our 18 months Wealth Management Associate Program extends your skills, provides a unique experience in Wealth Management and establishes a platform for accelerated career development in a client facing role. Parallel off-the-job education will provide you with the business specific knowledge, but the main focus is on-the-job, developing your book of clients. Upon successful completion of the program, you will be equipped with the necessary foundation to embark upon a rewarding career with UBS Wealth Management in one of our global locations.

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 investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your tasks

Your role

Your role :

We're looking for someone who can:

  • develop to become a successful Relationship Manager through our training program; reaching (or preferably exceeding) both the financial and educational targets set within the program
  • build up a client book from your own existing network of wealthy individuals in Germany
  • establish long-term mutually beneficial relationships with clients
  • continuously grow your network by referrals and by identifying new prospects

Your expertise

  • a Bachelor or Master degree with a minimum of 4 years professional experience
  • good understanding and strong interest in financial markets
  • in depth market knowledge in Germany with a convincing network of High-Net-Worth Individuals
  • excellent interpersonal, communication and sales skills
  • a networker and a skilled relationship builder at heart
  • part of a club, alumni-network or done entrepreneurial activities
  • a team player collaborating throughout the organization but independent enough to plan your own activities and put your business plan into action
  • fluent in German and English

We offer

lastupdated

16-Dec-2025

Job Reference #

323524BR

Business Divisions

Global Wealth Management

City

Düsseldorf

Job Type

Full Time

Country / State

Germany

Function Category

Client advisory / Relationship management, Sales

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Your team

Even if you do not have Wealth Management services experience, you are driven, ambitious and want to make a positive impact on clients, you are warmly welcome to our team in Düsseldorf and UBS. You will benefit from an agile and diverse working environment and have close access to the specialists from our cross-divisional-teams. The graduation to CWMA ("Certified Wealth Management Advisor") will strengthen your financial knowledge and provide you the basis of our advisory standards. We will give you all of our support to elevate your career in Wealth Management to the next level.

We may request you to complete one or more assessments during the application process. Learn more

Anmelden, um die vollständige Stellenbeschreibung zu sehen

Aufrufe: 1
Veröffentlichtvor 17 Tagen
Läuft abin 13 Tagen
Quelle
Logo

Ähnliche Jobs, die für Sie von Interesse sein könnten

Basierend auf "Associate Program - Client Advisor WM"

Keine Angebote gefunden, versuchen Sie, Ihre Suchkriterien zu ändern.