Advisory Specialist
UK Visa Sponsorship Analytics
Analytics are greyed out due to low classification confidence (32.0%).
Occupation Type
IT business analysts, architects and systems designers
Occupation Code Skill LevelHigher Skilled
Sponsorship Salary Threshold
£54,900
(£28.15 per hour)
Occupation rate applies
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Description
Your role
Are you passionate about delivering world-class investment advice? Do you have a deep understanding of financial markets and a strong client-centric mindset? We’re looking for an experienced Advisory Specialist to join our Global Wealth Management team in the UK at Director level.
As an Advisory Specialist, you will:
Provide tailored investment advice and portfolio solutions to high-net-worth and ultra-high-net-worth clients
Partner with client advisors to deliver holistic wealth management strategies, including asset allocation, portfolio construction, and risk management
Act as a subject matter expert on investment products, market trends, and regulatory developments
Support business development by identifying new opportunities and deepening existing client relationships
Deliver presentations, market updates, and thought leadership to clients and internal stakeholders
Ensure compliance with all relevant policies, procedures, and regulatory requirements
Job Type
Full Time
Job Reference #
335789BR
City
London
Your team
You’ll be joining the UK Advisory Specialist team within Global Wealth Management (GWM), a dynamic group of investment professionals dedicated to delivering exceptional advice and service to our clients.
Our team thrives on collaboration, sharing insights, and supporting each other to achieve the best outcomes for our clients and the business.
We work closely with client advisors, product specialists, and market experts to provide holistic, innovative solutions tailored to the unique needs of high-net-worth individuals.
Our culture is inclusive, entrepreneurial, and client-focused, with a strong emphasis on professional development and continuous learning.
Your expertise
Significant experience in wealth management, investment advisory, or a related field, ideally at Director level
Strong knowledge of financial markets, investment products, and portfolio management
Proven track record of building trusted client relationships and delivering high-quality advice
Excellent communication and presentation skills
Relevant Professional Qualifications (e.g., CFA, CISI, IMC) Preferred
Are you passionate about delivering world-class investment advice? Do you have a deep understanding of financial markets and a strong client-centric mindset? We’re looking for an experienced Advisory Specialist to join our Global Wealth Management team in the UK at Director level.
As an Advisory Specialist, you will:
Provide tailored investment advice and portfolio solutions to high-net-worth and ultra-high-net-worth clients
Partner with client advisors to deliver holistic wealth management strategies, including asset allocation, portfolio construction, and risk management
Act as a subject matter expert on investment products, market trends, and regulatory developments
Support business development by identifying new opportunities and deepening existing client relationships
Deliver presentations, market updates, and thought leadership to clients and internal stakeholders
Ensure compliance with all relevant policies, procedures, and regulatory requirements
Job Type
Full Time
Job Reference #
335789BR
City
London
Your team
You’ll be joining the UK Advisory Specialist team within Global Wealth Management (GWM), a dynamic group of investment professionals dedicated to delivering exceptional advice and service to our clients.
Our team thrives on collaboration, sharing insights, and supporting each other to achieve the best outcomes for our clients and the business.
We work closely with client advisors, product specialists, and market experts to provide holistic, innovative solutions tailored to the unique needs of high-net-worth individuals.
Our culture is inclusive, entrepreneurial, and client-focused, with a strong emphasis on professional development and continuous learning.
Your expertise
Significant experience in wealth management, investment advisory, or a related field, ideally at Director level
Strong knowledge of financial markets, investment products, and portfolio management
Proven track record of building trusted client relationships and delivering high-quality advice
Excellent communication and presentation skills
Relevant Professional Qualifications (e.g., CFA, CISI, IMC) Preferred
Degree in finance, economics, or a related discipline
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
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.
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
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.