Client Advisor - Global Family & Institutional Wealth

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

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Verification

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Salary

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Equity

Offered From the posting source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Advisor - Global Family & Institutional Wealth Are you a strategic, solution-oriented thinker and a problem solving relationship manager? Do you have a proven track record in Family Office, Ultra High Net Worth (UHNW) and Institutional client coverage? We're looking for a private banker (we call them "Client Advisor") to join our Global Family & Institutional Wealth Group (GFIW), a unique joint-venture between UBS Investment Bank (IB) and Global Wealth Management providing a holistic, institutionalized coverage for family offices and corporates. We are looking for someone to: • build, establish and grow long-term client relationships • provide trusted advice to clients drawing on expertise from across our global organization • ensure delivery of the institutional product suite to GFIW clients across capital markets (Equities, FX Rates & Credit), private equity investments, financing and advisory solutions • identify potential GFIW clients and drive the process to onboard them • coordinate cross-divisional coverage to ensure GFIW clients are covered by the relevant IB product specialists • ensure GFIW compliance guidelines are strictly adhered to when interacting with clients and prospects. Comply with all regulations, policies and standards, contributing to an effective risk culture • be responsible for developing the business plan for GFIW client relationships and delivering planned financial results • break down barriers and overcome operational bottlenecks to ensure a flawless client experience • keep accurate and up-to-date KYC records and client investor profiles • be able to take tactical and strategic views of clients' investments and closely monitor their

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