UBS Financial Services Relationship Manager WM in Herzliya Pituach, Israel

Your role:

Are you a people person? Do you know how to give superior investment advice that grows client wealth? We’re looking for someone like that who can:

  • Define and implement a strategy to expand our HNW client base

  • Identify potential HNW clients, build and manage a prospect pipeline

  • Grow the local market network by referrals and by identifying new prospects

  • Provide high-quality investment options for clients.

  • Working closely with team members and specialists from other areas

Make sure clients are managed in a manner that contributes to an effective risk culture on the team

Ensure availability of all relevant information and documentation including KYC of all clients and prospects to meet regulatory requirements

What we offer:

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.

Take the next step:

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.

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:

You will be working in the HNW. A young and ambitious team operating in a dynamic and challenging financial environment.

Your experience and skills:

You have:

  • An university degree in Economics / Finance

  • An ISA license holder

  • Strong understanding of the Israeli business market including the regulatory landscape

  • Experience in successful acquisition and development of Israeli HNW clients

  • A strong network in Israel with personal contact to potential HNW clients

  • Comprehensive knowledge in financial products and services

  • Experience in working in large organizations and in leveraging global resources

You are:

  • An expert at building networks and connections

  • An extremely organized, with great planning skills and efficient time management

  • An excellent communicator, with great presentation and negotiation skills

  • Keen to serve the client through a team approach, drawing upon the know-how of other specialists and senior management

  • Familiar with compliance frameworks of large organizations

Fluent in English

About us:

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in almost 900 offices and more than 50 countries. Do you want to be one of us?

Job Reference #: 155819BR

Business Divisions: Wealth Management

Title: Relationship Manager WM

City: Herzliya Pituach

Job Type: Full Time

Country / State: Israel

Function Category: Client advisory / Relationship management