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Client Advisor
103645BR
Canada
Montreal
Wealth Planning
Wealth Management Americas
Full Time
Reporting to the respective regional head of sales the Senior Client Advisor is responsible and accountable for attracting assets from high net worth individuals and building a profitable business and client base consistent with the vision, mission and strategy of UBS Wealth Management. The candidate must be willing to work within a collegial team environment whilst striving to meet individual targets.

Ideal candidates will have the following education and experience:

Built and maintained a network of High Net Worth individuals
• Minimum of 3 years developing and advising a wealth management clientele, preferable HNW clients (greater than $1 million in investable assets)
• Provided counsel and resolved HNW client issues related to tax or estate planning, investments, insurance or banking, investment banking
• Extensive sales, marketing & relationship management experience in an alternate industry will be considered
Relevant undergraduate degree (BA Economics, Finance, Business Administration, etc.) and possibly post-graduate degree (MBA, LLB, etc.), as well as additional technical training:
• Registered Investment Counsellor/Portfolio Manager (if not currently registered, must complete the requirements to become registered within 12 to 18 months of hire date).
• Canadian Securities Course & Certified Investment Management.
• Chartered Financial Analyst (CFA) Designation (minimum level 1).
• Certified Financial Planning (CFP) designation (optional).

Should be licensed with the Quebec Securities Commission to provide Investment Advice.
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Want to further your career in an organization where your contribution can make a difference? Apply now at www.ubs.com/careers. We look forward to hearing from you.
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.
          
 

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