Associate Program - Client Advisor Wealth Management Israel in Zurich

Your role

Are you a true networker who loves to talk to potential clients?
Can you also close a deal?
Do you have a strong track record in advising and sales within the Israeli market?

if yes; our 18 months Wealth Management Associate Program extends your skills, provides a unique experience in UBS Wealth Management, and establishes a platform for accelerated career development in a client facing role.
Parallel off-the-job education will provide you with the business specific knowledge, but the main focus is on-the-job, developing your book of clients. Upon successful completion of the program, you will be equipped with the necessary foundation to embark upon a rewarding career with UBS Wealth Management in one of our global locations.

We’re looking for someone who can:

• develop to become a successful Relationship Manager through our training program; reaching (or preferably exceeding) both the financial and educational targets set within the program
• build up a client book from your own existing network of wealthy individuals in Israel
• establish long-term mutually beneficial relationships with clients
• continuously grow your network by referrals and by identifying new prospects
• acquire the necessary knowledge and sales skills to deliver the UBS value proposition to clients, including timely completion of mandatory trainings and the WM Certificate

Join us

At UBS, we know 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 putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Your team

For the Wealth Management Team Israel, which is located in Zurich and Herzliya Pituach, we are looking for a driven and ambitious personality who is keen to make a positive impact on our clients and UBS. At the same time, we will provide you with an outstanding platform for your professional development while being part of a dynamic and experienced team.

Your expertise

• a Bachelor or Master from a leading university / business school with a minimum of 4 years professional experience
• good understanding and strong interest in financial markets
• in depth market knowledge in Israel with a convincing network of high net worth individuals
• excellent interpersonal, communication, and sales skills
• a networker and a skilled relationship builder at heart and part of a club, alumni-network, or involved with entrepreneurial activities
• a collaborative team player who is also independent enough to plan your own activities and put your business plan into action
• experience in Wealth Management services is welcome, though not required
• languages skills: fluent in English, Hebrew is a plus

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.