Client Advisor Assistant

Requisition Number

315959BR

Your role

Join the Private Banking team at UBS Portugal from which you will be supporting the UHNWI/HNWI in Lisbon within the International Wealth Management division. Your main responsibility will be to provide high quality support to Senior Relationship.

We’re looking for a client advisor for HNW & UHNW Portugal clients to:

• provide support to CA’s in all organizational and coordination tasks related to client support and development.

• complete all formalities (opening new client relationships, opening, and dosing accounts, transfers.

• receive, enter and monitor stock exchange orders.

• provide telephone services; actively assisting with client advice by phone (information, responding to queries regarding financial markets/investments) as instructed by the CA.

• provide all general secretariat to the Country Head, The Branch Manager, and the CA’s requests; (preparing presentations for the management, daily tasks of the branch, communicating orders to internal units, processing all types of correspondence, monitor tasks).

• prepare for and following-up after client meetings (i.e. putting together documents/presentations, helping to prepare investment proposals, analyses, and statistics) as instructed by the CA.

• ensure data quality (e.g. entering and accessing data in the proper tools).

• establish and maintain an internal network of cross-divisional contact.

Function Category

Client advisory / Relationship management

Business Divisions

Global Wealth Management

Job Type

Full Time

Your team

You'll be working with a highly motivated team of Senior Relationship Managers in a global, dynamic and diverse environment. This is an excellent platform for personal and professional development within a committed and collaborative team in an international fast-paced environment. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development.

Your expertise

You’ll be a good match if you have:

• an Assistant CA should follow the bank policies, procedures in organizational unit, and instructions from line management.

• bachelor or College degree and relevant professional experience and training of at least 1 year of administrative private banking experience.

• be performance and customer-oriented, motivated and able to handle professional EAMs under the right deadlines / pressure.

• be a team player with good communication skills, with an eye for details and a high level of integrity.

• good interpersonal skills and client rapport building skills.

• be fluent in English.

• have strong interest in playing a supporting role.

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.

We have a presence in all major financial centers in more than 50 countries.

How we hire

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

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. 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.