Senior Relationship Manager / Senior Relationship Manageress

Your Role:

Acquire a sizable NNM from HNW and UHNW prospects. Manage the acquired portfolio in collaboration with the Investment Advisor. Ensure that prospect and client needs are thoroughly assessed, and risk appetites are understood and respected. Drive growth by building a long-term, sustainably profitable client base through new client acquisition.

Are you a people person?

Do you excel in providing superior investment advice that enhances client wealth?

We’re looking for a Senior Relationship Manager to:

• Develop and maintain trustworthy client partnerships with a primary focus on strategic advice.
• Implement a quantitative prospect development plan with measurable actions.
• Define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Investment Advisor.
• Provide high-quality investment options for clients, working 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 on the team.

Your Team:

You’ll be working within the Saudi team in Geneva. We offer a lively and friendly work environment, an unrivaled product shelf, and access to various specialists (investment banking, wealth planning, art advisory, philanthropy, etc.). This benefits our UHNW and HNW clients, who bank with a truly global wealth manager. As a Senior Relationship Manager, you'll play a crucial role in helping us expand our Saudi business.

Your Expertise:

• Previous experience in wealth management, ideally at least 10 years in a client-facing role in the Saudi market.
• Extensive knowledge of financial products and services.
• A proven track record in finding solutions for clients.
• Strong ability to build networks and connections, with personal contacts to potential (U)HNW clients in Saudi.
• Highly organized, with excellent planning and time management skills.
• Exceptional communication skills, complemented by great presentation abilities.
• Fluency in English and Arabic to effectively support the local client base.

Join Us:

At UBS, we recognize that our diverse team—comprising various skills, experiences, and backgrounds—drives our ongoing success. We’re dedicated to our craft and passionate about placing our people first, offering new challenges, a supportive team environment, growth opportunities, and flexible working options whenever possible. Our inclusive culture nurtures the best in our employees, irrespective of their career stage. We also leverage artificial intelligence (AI) to enhance our efficiency and effectiveness in our roles. Collaboration is central to our values, as we believe that together, we achieve greater outcomes.

If you require reasonable accommodations or adjustments throughout our recruiting process, please reach out to us.
Apply online using the form below.

Internal 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 and support the diverse cultures, perspectives, skills, and experiences within our workforce. Only applications matching the job profile will be considered.