
Deputy Team Head - Advisor Private Clients Affluent
Are you a dynamic and experienced leader in the private banking industry? Do you have a passion for providing exceptional financial advice to affluent clients? If so, we have an exciting opportunity for you to join our team as the Deputy Team Head - Advisor Private Clients Affluent at UBS.In this role, you will have the opportunity to work with a team of highly skilled advisors and collaborate with other departments to deliver personalized and comprehensive financial solutions to our affluent clients. Your leadership skills and expertise in private banking will be crucial in driving the team's success and helping our clients achieve their financial goals.To be successful in this role, you must possess a deep understanding of the private banking industry, excellent communication and interpersonal skills, and a proven track record in managing and developing high-performing teams. If you are looking for a challenging and rewarding career with a reputable global financial institution, we encourage you to apply for this position. Join us and be a part of our mission to empower our clients to reach their full financial potential.
- Lead and manage a team of skilled advisors to provide exceptional financial advice and solutions to affluent clients.
- Collaborate with other departments within the organization to deliver personalized and comprehensive financial solutions to clients.
- Utilize your expertise in the private banking industry to drive the team's success and meet the organization's goals.
- Develop and implement strategies to attract and retain affluent clients and grow the business.
- Mentor and coach team members to enhance their skills and knowledge in private banking.
- Monitor and analyze market trends and competitor activities to identify potential business opportunities.
- Build and maintain strong relationships with clients to understand their needs and provide tailored financial solutions.
- Ensure compliance with all regulatory and internal policies and procedures.
- Communicate effectively with clients, team members, and other departments to provide updates on market trends, product offerings, and other relevant information.
- Continuously review and improve processes to enhance efficiency and effectiveness in client service delivery.
- Represent the organization at industry events and conferences to promote the brand and network with potential clients.
- Collaborate with senior management to develop and implement strategic plans for the private banking division.
- Stay updated on industry developments and trends to provide innovative and relevant financial solutions to clients.
- Develop and maintain a strong understanding of the organization's products and services to effectively promote and sell to clients.
- Uphold the organization's values of integrity, professionalism, and client-centricity in all interactions and decisions.
Strong Leadership Skills: A Deputy Team Head At Ubs Should Possess Excellent Leadership Qualities, Including The Ability To Motivate And Inspire Team Members, Delegate Tasks Effectively, And Provide Guidance And Support When Needed.
Extensive Experience In Private Wealth Management: This Role Requires A Deep Understanding Of The Private Client Market And Experience In Managing High Net Worth Individuals. Candidates Should Have A Proven Track Record Of Success In This Field.
Excellent Communication And Interpersonal Skills: As A Deputy Team Head, You Will Be Responsible For Building And Maintaining Relationships With Affluent Clients, As Well As Collaborating With Other Teams And Departments Within Ubs. Strong Communication Skills And The Ability To Build Rapport Are Essential For Success In This Role.
Strategic Thinking And Problem-Solving Abilities: Ubs Values Individuals Who Can Think Critically And Strategically To Solve Complex Problems. A Deputy Team Head Should Be Able To Analyze Market Trends, Identify Opportunities, And Make Informed Decisions To Benefit The Team And Clients.
Advanced Degree Or Industry Certifications: While Not Always Required, Having An Advanced Degree In A Relevant Field, Such As Finance Or Business, Can Be Beneficial For This Role. Additionally, Industry Certifications, Such As Cfp (Certified Financial Planner) Or Cfa (Chartered Financial Analyst), Can Demonstrate A Candidate's Expertise And Commitment To The Field.
Financial Analysis
Strategic Planning
Networking
Communication
Market Research
Relationship Building
Portfolio Management
Team Leadership
Risk assessment
wealth management
Client management
Investment Strategies
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Deputy Team Head - Advisor Private Clients Affluent in Zürich, Switzerland is between CHF 150,000-200,000 per year. This can vary depending on the specific company, industry, and level of experience.
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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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