Systems Engineer

Description:

UBS is seeking a Client Advisor to build and maintain relationships with Ultra High Net Worth (UHNW) clients, delivering exceptional wealth management services. The role focuses on leveraging UBS’s global network to provide comprehensive financial advice, grow client portfolios, and strengthen client relationships through business development and strategic planning.

The Client Advisor will manage both international and domestic Canadian clients, monitor investment plans, liquidity needs, and provide long-term relationship management. Compliance with regulatory and risk management standards is a core responsibility.

Key Responsibilities:

• Build and develop UHNW client relationships and manage an established book of clients.

• Leverage UBS’s business model and global network to provide clients with optimal solutions.

• Develop and execute strategic and tactical plans tailored to client financial situations and goals.

• Provide comprehensive financial advice covering investments, enterprise, and family living standards.

• Grow and manage client portfolios while monitoring investment and liquidity needs.

• Comply with all regulations, policies, and standards to support an effective risk culture.

Qualifications:

• 10+ years of experience in wealth management, preferably client-facing.

• Established book of business and expertise in building and developing relationships.

• Strong understanding of financial markets and regulatory frameworks.

• CFA or CIM certification required.

• Resilient, service-oriented team player with excellent organization, planning, and time management skills.

Additional Requirements:

• On-site role in Vancouver, BC.

• UBS offers flexible working arrangements where possible (part-time, job-sharing, hybrid).

• Equal Employment Opportunity employer; commitment to diversity, inclusion, and accommodations for disabilities.

• Program available for career returners (Career Comeback).