Senior Relationship Manager / Senior Relationship Manageress

Your Role:

As a Senior Relationship Manager, you will acquire a sizable Net New Money (NNM) from High Net Worth (HNW) and Ultra High Net Worth (UHNW) prospects. You will collaboratively manage the acquired portfolio with the Investment Advisor, ensuring that the needs and risk appetites of prospects and clients are effectively assessed and respected. Your goal is to drive growth by building a long-term, sustainably profitable client book through new client acquisition.

Are You a People Person?

Do you excel at providing superior investment advice that enhances client wealth? If so, we invite you to apply online using the form below.

Key Responsibilities:

• Develop and maintain trustworthy client partnerships, focusing on strategic advice.
• Implement a quantitative prospect development plan with measurable actions.
• Define advisory processes and agreements, in cooperation with the Investment Advisor, that best meet our clients’ needs.
• Provide high-quality investment options by collaborating closely with team members and specialists from other areas.
• Grow the local market network through referrals and by identifying new prospects.
• Ensure clients are managed in a manner that contributes to an effective risk culture within the team.

Your Team:

You will be part of the Saudi team in Geneva, providing a lively and friendly work environment. Enjoy access to an unrivaled product shelf and various specialists, including those in investment banking, wealth planning, art advisory, and philanthropy. This enables us to serve our UHNW and HNW customers, who benefit from partnering with a truly global wealth manager. As a Senior Relationship Manager, you'll play a vital role in helping us expand our Saudi business.

Your Expertise:

• A minimum of 10 years of wealth management experience, preferably in a client-facing role in the Saudi market.
• Extensive knowledge of financial products and services.
• A proven track record in delivering effective solutions for clients.
• Strong networking skills with an established network in Saudi Arabia, including personal contacts with potential (U)HNW clients.
• Highly organized with excellent planning skills and efficient time management.
• Exceptional communication and presentation skills.
• Fluency in English and Arabic to effectively support our local client base.

Join Us:

At UBS, we understand that it's our people, with their diverse skills, experiences, and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about prioritizing our team, offering new challenges, a supportive environment, opportunities for growth, and flexible working options when possible. Our inclusive culture fosters excellence among our employees, regardless of where they are in their career journey. We leverage artificial intelligence (AI) to work smarter and more efficiently and emphasize collaboration at the heart of everything we do, reinforcing the belief that together, we achieve more.

We are also committed to disability inclusion. If you require reasonable accommodations or adjustments throughout our recruitment process, please contact us.

Contact Details:

UBS Business Solutions SA
Recruiter: Elvira Benakis

Disclaimer / Policy Statements:

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual while supporting diverse cultures, perspectives, skills, and experiences within our workforce.

Only applications matching the job profile will be considered.