Are you an expert in building Ultra High Net Worth (UHNW) client relationships? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience?

We’re looking for a high caliber, self-motivated client advisor with an established book of affluent clients to:
• leverage our business model and global network to deliver to clients the best that UBS has to offer
• strengthen client relationships and develop new ones through key centers of influence, referral networks and other business development activities
• grow and manage a portfolio of international and/or domestic Canadian clients booked in Canada, monitoring investment plans and liquidity for cash needs, and building long-term relationships
• provide comprehensive financial advice that meets client needs for investment, enterprise and family living standard
• develop a strategic and tactical development plan, based on understanding of the client’s financial situation, investment objectives and expectations
• contribute to an effective risk culture by complying with all regulations, policies and standards