Director - Wealth Management Client Advisor - Scotland
UBS United Kingdom Client advisory / Relationship management
Posted 2026-10-27
About the role
Do you look for a new challenge within the dynamic and fast paced Wealth Management environment? Do you want to be part of a high performing team? Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you a passionate relationship manager who delivers an exceptional client experience? Are you a proven risk manager? We’re looking for a Client Advisor in Edinburgh, United Kingdom, to cover our Scottish and Northern Irish (U)HNW clients. • build, establish and grow your client relationships within the (U)HNW segment • extensive networker, proven acquisition talent and passionate knowledge of the (U)HNW field • provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams. • extensive network in order to facilitate the acquisition of new (U)HNW clients • have a plan to develop the client book with measurable outcomes • experience in relationship management as a Private Banker, asset gathering and providing investment advice, working in a client-facing role • firm grasp of financial markets and regulatory frameworks • ability to build strong client networks, with an entrepreneurial mind-set • resilient team player and truly service oriented • aptitude for digitization and technology • keep accurate and up-to-date records • comply with all regulations, policies and standards to be in line with our risk management culture
Listed from UBS's career site, where it was posted on 2026-10-27. The firm's page is the reference for the details and the application.