UBS

Client Advisor

UBS

Canada
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to UBS, a global financial services company dedicated to helping individuals, institutions, and corporations achieve their financial goals. We are currently seeking a Client Advisor to join our team and provide exceptional financial advice and support to our clients. If you have a passion for finance and a genuine desire to help others succeed, we invite you to apply for this exciting opportunity. As a Client Advisor at UBS, you will have the opportunity to work with a diverse range of clients and develop a deep understanding of their unique needs in order to provide tailored and effective financial solutions. We are looking for candidates who possess strong analytical skills, excellent communication abilities, and a strong commitment to integrity and client service. If you are a driven and results-oriented individual with a proven track record in financial advising, we want to hear from you. Join us at UBS and embark on a fulfilling career in the world of finance.

  1. Provide exceptional financial advice and support to clients in order to help them achieve their financial goals.
  2. Develop a deep understanding of each client's unique needs and financial situation in order to provide tailored and effective solutions.
  3. Conduct in-depth financial analyses and present recommendations to clients based on their individual needs and goals.
  4. Cultivate and maintain strong relationships with clients through effective communication and proactive engagement.
  5. Continuously stay updated on financial market trends, products, and services in order to best advise clients.
  6. Adhere to all regulatory and compliance guidelines in order to ensure the highest level of integrity and ethical standards.
  7. Collaborate with other team members and departments to provide holistic and comprehensive financial solutions to clients.
  8. Meet and exceed individual and team performance goals, including revenue targets and client satisfaction metrics.
  9. Use various tools and technology to efficiently manage and track client interactions and financial plans.
  10. Act as an ambassador for UBS, promoting our brand and values through exceptional client service and professionalism.
Where is this job?
This job is located at Canada
Job Qualifications
  • Bachelor's Degree In Business, Finance, Or A Related Field.

  • Excellent Communication And Interpersonal Skills To Build And Maintain Relationships With Clients.

  • Minimum Of 3 Years Experience In Financial Advising Or Wealth Management.

  • Strong Knowledge Of Financial Products, Investment Strategies, And Market Trends.

  • Proven Track Record Of Meeting Sales Targets And Providing High-Quality, Personalized Financial Advice.

Required Skills
  • Financial Analysis

  • Financial Planning

  • Market Research

  • customer service

  • Relationship Management

  • Portfolio Management

  • Risk assessment

  • wealth management

  • Asset allocation

  • Client communication

  • Sales Strategy

  • Investment Advisory

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Empathy

Compensation

According to JobzMall, the average salary range for a Client Advisor in Canada is between $40,000 to $70,000 per year. This can vary depending on the industry, location, and level of experience. Some client advisors may also receive bonuses or commission on top of their salary.

Additional Information
UBS is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 22nd, 2025
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 

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About UBS

UBS is a global firm providing financial services in over 50 countries. The company provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients worldwide.

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