Junior Philanthropy Advisor (f/m/d)

☞ UBS

Vue: 230

Jour de mise à jour: 07-10-2024

Localisation: Munich Bavaria

Catégorie: Finance / Banque / Stock

Industrie: Finanzen

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le contenu du travail

Germany
Client advisory / Relationship management
Group Functions

Job Reference #

241425BR

City

München

Job Type

Full Time

Your role

Are you highly passionate about creating impact? Are you a multitasker? Are you solid as a rock when you’re juggling a lot of tasks?

We’re looking for a Junior Philanthropy Service Advisor to:

  • Support the development and implementation of a philanthropy services and social finance strategy for Europe across all relevant client segments
  • Act as interface for client related enquires on philanthropic topics in collaboration with client advisors and wealth planners
  • Actively engage in educating and training client advisors across Europe on the Philanthropy Service offering and thus underline its importance as a differentiator for UBS
  • Conduct desk research on UHNWI, families and charitable structures across EU to assess fit and potential angle of engagement
  • Develop new product ideas for client engagement and assesses new donor channels/markets
  • Help to organize and support execution of client events, webinars and launch of publications on philanthropy, social finance, impact and sustainability topics
  • Put together a concept, develop and implement communication and marketing campaigns around the Philanthropy Service offering
  • Help prepare the UBS Optimus Europe Foundation board meetings

Your team

You’ll be working in the Philanthropy Service team Europe in Munich. You will be part of the Global Philanthropy Client Services Team and reporting to the Head of Philanthropy Services, Germany. You will be based in Munich and working closely with Wealth Management Client Advisors (GFO, UHNW and HNW) covering Germany and selected EU markets. Besides the German team you are embedded in UBS global Philanthropy Services Team consisting of over 50 team members worldwide. Diversity helps us grow, together. That’s why we are committed to fostering and advancing diversity, equity, and inclusion. It strengthens our business and brings value to our clients.

Your expertise

  • A strong passion and understanding of the philanthropy and social finance sector in Germany and Europe
  • Worked in a client facing environment during your professional experience and have aimed to engage clients into new ways of thinking and acting
  • The ability to get up to speed on issues quickly, comfortable working in an international environment with all three: UHNW clients, nonprofit partners and UBS bank colleagues alike
  • Desire to work in a dynamic, cooperative environment in which there is an emphasis on teamwork, adaptability, implementation and continuous learning and improvement.
  • Completed your studies in business administration, economics or social entrepreneurship

About us

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Join us

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we know that great work is never done alone. We know that it’s our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Together we’re more than ourselves.

Ready to be part of #teamUBS and make an impact?

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.
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Date limite: 21-11-2024

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