Your expertise :
• Chartered Financial Planner and appropriate exams to act as a Pensions Transfer Specialist – e.g. G60 or equivalent
• A good deal of previous experience as a financial planner for high net worth and ultra high net worth clients with diverse backgrounds and professions
• excellent technical knowledge in every area of financial planning
• ability to work through complex situations with clients and explain clearly and concisely
• very good sales expertise and strong commercial focus
• strong risk focus and excellent understanding of the regulatory environment
• knowledge of cashflow modelling software would be desirable
About the company
UBS is a global firm providing financial services in over 50 countries. Visit our site to find out what we offer in the United States of America.
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