Financial Planner recruitment
Responsibilities:
- The role holder will be required to build strong relationships with the client advisor population to develop the penetration of WP products and services.
- Be actively involved in advising UK WM clients on their wealth planning needs. Proactively market and communicate WP services and products
- Seek opportunities to further develop the WP business and increase profitability.
Contribute to the product strategy and roadmap working closely with the WP Product Development and Management team
Requirements:
- You will have a background as a Financial/Wealth Planner, dealing with HNW individuals
- Detailed knowledge of life and pension products and regulatory environment
- Good understanding of current taxation (income tax, capital gains tax and inheritance tax) ideally supported by ATT and or CTA qualification (s)
- Ideally you will be a Chartered Financial Planner
- Combined sales and technical expertise with a strong risk focus
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.
January 20, 2012
• Tags: Financial Planner recruitment, Private Banking, Wealth Management careers in the UK • Posted in: Financial