Investment Advisor Wealth Management Asia Pacific Switzerland

☞ UBS

View: 157

Update day: 24-04-2024

Location: Zürich Zürich ZH

Category: Finance / Bank / Stock Sales

Industry: Finance

Job type: Temps plein, Temps de travail : 90-100%

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Job content

Switzerland - Zürich
Business management, administration and support, Client advisory / Relationship management
Global Wealth Management

Job Reference #

245564BR

City

Zürich

Job Type

Full Time

Your role

Are you a dynamic Investment Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager?

We’re looking for an investment advisor for APAC Wealth Management clients to:

  • 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

You’ll be working in the APAC CH team in Zurich for APAC Clients with a focus on UHNW. 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 Investment Advisor, you’ll play an important role in helping us stay a global leader in wealth management.
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

  • proven experience in relationship management, asset gathering and investments, ideally 5 to 10 years working in a client-facing role, preferably Asia-Pacific.
  • firm grasp of Global 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 to support local client base; Mandarin /Cantonese/ Thai/ regional language desirable

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?

Contact Details

UBS Business Solutions AG
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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Deadline: 08-06-2024

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