Wealth Management Associate - Client Relationship

Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 year ago
1-2 years
Delhi NCR
Stock Market Trading Asset & Wealth Management
Work From Home
Full Time
Upto ₹0 - ₹0

Posted: 1 year ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

What role you will play in team: You will play a key role in building and maintaining strong relationships with high-net-worth individuals, ensuring their financial goals are met through tailored solutions.

What you will do: You will work closely with clients, understand their needs, and provide them with exceptional service and investment management advice.

Key responsibility:

  • Build and maintain strong relationships with high-net-worth clients.
  • Understand client's financial goals and objectives.
  • Develop and implement investment strategies tailored to client needs.
  • Provide regular updates and reports to clients.
  • Resolve client inquiries and address concerns promptly and professionally.
  • Collaborate with internal teams to ensure seamless service delivery.

Required Qualification and Skills:

  • Bachelor's degree in Finance, Economics, or a related field.
  • Strong understanding of wealth management principles and investment strategies.
  • Excellent communication, interpersonal, and client relationship management skills.
  • Strong analytical and problem-solving skills.
  • Proven ability to build rapport and trust with clients.
  • Experience in the financial services industry is preferred.

Benefits Included:

  • Competitive salary and benefits package.
  • Excellent career growth opportunities.
  • A supportive and inclusive work environment.
  • Comprehensive training and development programs.
  • Opportunities to work with high-net-worth clients.

A Day in the Life: A day involves interacting with clients, providing financial advice, and working with internal teams to provide seamless service.

Skills

Wealth ManagementClient Relationship ManagementInvestment StrategiesFinancial PlanningCommunication

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About Company

UBS Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. UBS Group AG is a multinational investment bank and financial services company founded and based in Switzerland. Co-headquartered in the cities of Zürich and Basel, it maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award-winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland. With more than 71,000 colleagues around the world, we collaborate across all major financial centers in 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.

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