Switzerland Job Openings

UBS

Client Advisor WM APAC Switzerland Team South-East Asia in ZH

Zürich

FULL TIME

October 21, 2024

Switzerland - Zürich

Client advisory / Relationship management

Global Wealth Management

Job Reference #

304124BR

City

Zürich

Job Type

Full Time

Your role

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to South-East Asian (Singapore, Thailand, Malaysia, Indonesia) entrepreneurs and High Net Worth Individuals? Are you a proven risk manager?

We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the South-East Asian (SEA) Region. Your key responsibilities are:

build, establish, and grow 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

Your Career Comeback

We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.

Your team

Your team
You’ll be working in a well-established High Net Worth (HNW) team covering South-East Asian countries with multi decades of track record. Your team is present both in Zurich and Geneva. We’re focused on managing, preserving, and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.

Your expertise

proven experience in relationship management, asset gathering and investments, ideally at least 5 years working in a client-facing role

experience with the Credit Suisse platform, tools and processes

existing network to High-Net-Worth individuals in South-East Asia
a Bachelor or Master’s Degree in Finance/Economics or equivalent
firm grasp of Global and Asian financial markets and regulatory frameworks of the country you focus on
ability to build strong client networks, with an entrepreneurial mind-set
resilient team player and truly service oriented
high affinity and aptitude for digitization and technology
excellent communicator in English and local Asian languages (Thai, Mandarin) to support local client base.

About us

UBS is the world’s largest and the 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..

We have a presence in all major financial centers in more than 50 countries.

Join us

At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

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?

Contact Details

UBS Business Solutions SA
UBS Recruiting

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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