Switzerland Job Openings
UBS
Client Advisor WM APAC Switzerland Team North Asia in Zurich
Zürich
FULL TIME
August 18, 2024
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the North Asian Region. Your key responsibilities are:
- build, establish and grow your client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- have a plan to develop the client book with measurable outcomes
- keep accurate and up-to-date records on client investor profiles
- take a strategic view of clients’ investments and closely monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture
Although we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success.
- proven acquisition talent and passionate networker within the UHNWI field
- extensive network to entrepreneurs and High Net Worth individuals in Asia.
- experience in relationship management, asset gathering and investments, ideally 7+ years working in a client-facing role
- firm grasp of financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in English and local Asian languages (Cantonese, Japanese, Mandarin) to support local client base
We are looking for your application dossier.
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?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, 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 #team UBS and make an impact?
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