at UBS
Bulge Bracket Investment BanksPosted 13 days ago
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**Client Advisor FIM Jersey** - Support UBS' Workplace Financial Wellness growth. **Key Responsibilities**: Understand UBS' Financial Wellness framework, deliver it to clients, and engage in discovery conversations to identify individual financial needs. Conduct webinars, provide guidance, and coach clients towards long-term financial goals. Collaborate with internal teams to enhance offerings and retain clients. **Required Skills & Experience**: Proficiency in personal financial management topics, excellent communication, and ability to influence positively. 5+ years in financial services.
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Full Job Description
| Do you want to be integral to supporting the development of UBS Workplace Financial Wellness business? Are you passionate about understanding unique client situations and delivering financial education and guidance? We are looking for someone like you who who can: obtain a deep understanding of how UBS defines Financial Wellness and deliver this framework to various employee segments of corporate clients demonstrate proficiency and present across a broad range of personal financial management topics engage in a broad 'discovery' conversation to identify an individual's specific financial needs execute on a robust and engaging client experience through the delivery of financial wellness guidance and actionable steps influence employees to break down poor financial habits and drive positive financial change, both near and long term provide education & coaching with respect to the employee's short and long term financial goals lead and deliver in webinars that cover various financial topics as well as collaborate across the employee wealth services team to identify opportunities for continued asset growth, revenue expansion and client retention collaborating with internal business partners to enhance the overall Financial Wellness offering | Show more Financial Wellness Coach, UBS Wealth Advice Center |
