Investment Advisor WM Global UHNW Russia/CIS

Your role :

Are you a strategic, solution-oriented thinker? Do you have a proven track record in client advising? We are looking for someone who can:
  • create and implement a strategic client book development plan with measurable actions
  • develop a client investment strategy and orchestrate the specialists implementing the strategy, meeting the special needs of the client
  • grow the book by exploiting share of wallet opportunities, referrals and conversion of prospects
  • understand each client and establish long-term client partnerships
  • support the Relationship Manager by leveraging the entire bank and proactively promoting multi-shoring services, the Investment Bank and Global Asset Management
  • select advisory processes, solutions and agreements designed to meet our clients' needs, objectives and expectations
  • work in a global team of solution providers and specialists to cover complex client and prospect needs on a holistic basis
  • keep accurate, up-to-date client documentation including investor profiles to meet regulatory requirements
  • comply with all regulation, policies and standards, contributing to an effective risk culture

Your team :

You will be working in the Global UHNW Russia & CIS desk in Zurich. You will be part of a team consisting of a Relationship Manager, an additional Investment Advisor and two Assistants, covering mainly large family offices and other sophisticated clients and prospects.

Your experience and skills :

You have:
  • a university degree in economics or finance
  • strong commitment and passion for the Russian market, including understanding of Russian social and business culture
  • extensive experience in investment management involving wealthy and sophisticated Russian UHNW clients and prospects
  • a distinct entrepreneurial mindset, strong negotiation skills and sound understanding of client needs
  • very solid skills and education in capital markets and economics
  • in-depth knowledge about Russia / CIS markets, including the regulatory landscape
  • comprehensive knowledge in financial products and services, in particular in Wealth Management but also in Corporate Finance and Asset Management
  • experience in working in large organizations and in leveraging global resources
  • broad knowledge of banking IT systems and tools
  • a proven track record finding solutions for clients

You are:
  • truly service oriented, always looking to improve the client experience
  • able to define and implement complex investment strategies
  • an excellent communicator, with strong interpersonal and social skills
  • keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management
  • a perfectionist in everything you do (that includes, of course, documentation)
  • familiar with compliance frameworks of large organizations
  • fluent in Russian and English

Together. That's how we do things. We offer people around the world a supportive, challenging and diverse working environment. We value your passion and commitment, and reward your performance.

Keen to achieve the work-life agility that you desire? We're open to discussing how this could work for you (and us).

Why UBS? Video

Are you truly collaborative? Succeeding at UBS means respecting, understanding and trusting colleagues and clients. Challenging others and being challenged in return. Being passionate about what you do. Driving yourself forward, always wanting to do things the right way. Does that sound like you? Then you have the right stuff to join us. Apply now.