Client Advisor WM APAC Switzerland Team North Asia in Zurich

vor 3 Wochen

Zürich, Schweiz UBS Vollzeit

Your role
Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager?

We're looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the North Asian Region. Your key responsibilities are:

  1. build, establish and grow your client relationships
  2. provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
  3. have a plan to develop the client book with measurable outcomes
  4. keep accurate and up-to-date records on client investor profiles
  5. take a strategic view of clients' investments and closely monitor their portfolio quality
  6. comply with all regulations, policies and standards to be in line with our risk management culture

Your team
You'll be working in a well-established Ultra High Net worth and High Net worth team covering North Asian countries, in Zurich, with multi decades of track record. 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.

Although we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success.

Your expertise
  1. proven acquisition talent and passionate networker within the UHNWI field
  2. extensive network to entrepreneurs and High Net Worth individuals in Asia
  3. experience in relationship management, asset gathering and investments, ideally 7+ years working in a client-facing role
  4. firm grasp of financial markets and regulatory frameworks
  5. ability to build strong client networks, with an entrepreneurial mind-set
  6. resilient team player and truly service oriented
  7. aptitude for digitization and technology
  8. excellent communicator in English and local Asian languages (Cantonese, Japanese, Mandarin) to support local client base

We are looking for your application dossier.

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
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 #teamUBS and make an impact? #J-18808-Ljbffr

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