UBS - Investment Advisor Global Resident Partners

Do you deliver an exceptional client experience? Do you know how to give superior investment advice?

We’re looking for an Investment Advisor for Global Resident Partners in Zürich to:

  • build, establish and grow client relationships together with RMs in various markets

  • provide trusted advice to clients in collaboration with colleagues throughout the bank

  • have a plan to develop the client book with measurable outcomes

  • keep accurate and up-to-date records on client investor profiles

  • take a strategic view of clients’ investments and closely monitor their portfolio quality

  • comply with all regulations, policies and standards to be in line with our risk management culture

Your team

You’ll be working in the Global Resident Partners (GRP) desk in Zürich. The GRP desk is UBS' response to an increasing trend in client mobility as a result of the various Resident non Domiciled (RnD) regimes in Europe. We work in collaboration with RMs in the various markets to provide stability in the client relationship when they move. We focus on managing, preserving and growing our clients’ wealth in line with the applicable local regulations and help our clients plan for succession.

Your expertise

  • Proven experience in investment advisory in a cross border market.

  • Firm grasp of financial markets and European regulatory frameworks

  • Previous experience in UK or other RND jurisdictions is an advantage

  • Excellent command of English is a must – both written and spoken

  • Fluency in written and spoken Russian is highly advantageous

  • Ability to build strong client networks, with an entrepreneurial mind-set

  • Resilient team player and truly service oriented

  • Aptitude for digitization and technology

Your colleagues

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

Contact Details

UBS Recruiting Switzerland

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.