Description

Your role :
Acquire a sizable NNM from a HNW and UHNW prospects
Manage the acquired portfolio as a team with the Investment Advisor
Ensure that prospect/client needs are assessed, and risk appetite is understood and respected-
Drive growth by building a long term, sustainably profitable client book by New Client Acquisition.

Are you a people person? Do you know how to give superior investment advice that grows client wealth?

We're looking for a Senior Relationship Manager to:
develop and maintain trustworthy client partnerships with the main focus on strategic advice
implement a quantitative prospect development plan with measurable actions
define advisory processes and agreements that best meet our clients' needs, in cooperation with the Investment Advisor
provide high-quality investment options for clients, working closely with team members and specialists from other areas
grow local market network by referrals and by identifying new prospects
make sure clients are managed in a manner that contributes to an effective risk culture on the team

Your team :
You'll be working in Team Egypt in Geneva. We provide a lively and friendly work environment, an unrivaled product shelf and access to various specialists (Investment bank, wealth planning, art advisory, philanthropy, etc.) . This benefits our UHNW and HNW customers, who
bank with a truly global wealth manager. As a Senior Relationship Manager, you'll play an important role in helping us expand our business in Egypt.

Your expertise :
previous experience in wealth management, ideally 10 years extensive knowledge of financial products and services, proven track record in finding solutions for clients, be it on a discretionary or advisory basis great at building networks and connections (people want to know you)
extremely organized, with great planning skills and efficient time management
excellent communicator, with great presentation skills
fluent in English and Arabic

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.