Relationship Manager / Relationship Manageress

Key Responsibilities

Are you a strong relationship builder with a proven ability to develop business opportunities and establish trusted partnerships with sophisticated clients? Do you combine commercial drive with sound judgment, attention to detail, and an understanding of complex financial situations? We are seeking a proactive, entrepreneurial Relationship Manager to enhance our Wealth Management business with a focus on Eastern Europe.

We invite applications from candidates with a strong history of advising entrepreneurs, executives, investors, institutions, or family-owned businesses. While existing wealth management experience or a private client book is beneficial, it is not a requirement.

In this role, you will:

• Develop and execute a focused business development strategy targeting prospective clients and referral sources.
• Identify, engage, and cultivate relationships with entrepreneurs, executives, family business owners, investors, and other sophisticated clients across Eastern Europe.
• Build a robust network through market engagement, referrals, professional relationships, and internal collaboration.
• Develop a deep understanding of clients' needs and connect them with UBS's investment, advisory, and wealth planning capabilities.
• Ensure compliance with regulatory, cross-border, risk, and compliance requirements in all client activities.
• Support a strong risk culture, uphold high standards of conduct, and deliver an excellent client experience.

The Team

Based in Zurich, you will join our High Net Worth (HNW) / Ultra High Net Worth (UHNW) Wealth Management team. We provide expert advice to sophisticated private clients on managing, preserving, and growing their wealth, including succession planning and long-term objectives across generations. You will benefit from UBS’s global platform, specialized expertise, and a collaborative environment focused on achieving high-quality client outcomes.

Your Skills and Experience:

• Several years of experience in wealth management, investment banking, private equity, venture capital, corporate finance, institutional coverage, consulting, family office advisory, or a comparable client-facing financial services role.
• Proven ability to develop business opportunities, originate relationships, and effectively engage with sophisticated clients and decision-makers.
• A strong regional understanding of Eastern Europe, supported by cultural familiarity, background, or market experience.
• An interest in wealth management and a passion for advising entrepreneurs, business owners, investors, and families on their financial objectives.
• An entrepreneurial mindset with a strong sense of ownership and the ability to work independently.
• A curiosity to explore how AI can enhance workflow optimization, with sound judgment to validate outputs while aligning with policies, risk standards, and ethical considerations.
• Commercial acumen paired with integrity and strong relationship management skills.
• Exceptional organizational skills, effective time management, and meticulous attention to detail in documentation and risk processes.
• Excellent communication and presentation skills, with confidence in engaging senior executives, founders, investors, and other sophisticated stakeholders.
• Aptitude for digital tools, technology, and data-driven business development.
• A university degree in Finance, Business Administration, Economics, or a related field.
• Fluency in English; proficiency in Ukrainian and/or Russian is strongly preferred.

Apply online using the form below. Only applications matching the job profile will be considered.