UBS AG
Relationship Manager WM
📍 4051 Basel 4051 Basel
Role and responsibilities
Build, develop and grow a portfolio of HNW/UHNW clients, with a strong focus on Lebanon and the broader Near East region. Leverage an established personal network to drive new client acquisition and increase market share in the target segment. Deliver holistic, high-quality investment advice in close collaboration with investment specialists and product partners. Define and execute a structured client development plan with clear revenue and NNM objectives. Maintain a thorough understanding of client profiles, investment suitability and portfolio performance. Act as a first line of defense by ensuring full compliance with regulatory requirements and promoting a strong risk culture.