Client Advisor Wealth Management, North Asia, APAC Team in Zurich

☞ UBS

View: 145

Update day: 26-03-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock Information Technology Executive management Sales Serving / Cleaner / Maids PG / PB / Reception

Industry: Finance

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Job content

Switzerland - Zürich
Client advisory / Relationship management
Global Wealth Management

Job Reference #

230751BR

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 and sales? Are you well connected to North Asian (China, Hong Kong, Japan or Taiwan) 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 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

Your Career Comeback

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

Your team

You’ll be working in a well-established High Net Worth (HNW) 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.

We are operating in a multicultural Asian team with working languages English and local Asian languages (Cantonese, Japanese or Mandarin)

Your expertise

  • proven acquisition talent and passionate networker
  • extensive network to North Asian entrepreneurs and High Net Worth individuals in Asia.
  • experience in relationship management, asset gathering and investments, ideally 3-5 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 or Mandarin) to support local client base

About us

Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That’s what we do. And we do it for private and institutional clients as well as corporations around the world.

We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

Join us

We’re a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now.

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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Deadline: 10-05-2024

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