WM Client Advisor, Global Financial Intermediaries

☞ UBS

View: 132

Update day: 10-04-2024

Location: Zürich Zürich ZH

Category: Sales IT - Software Finance / Bank / Stock

Industry:

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

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Job content

Critères de l’offre

Description du poste

Are you a person looking for a challenge? Do you know how to deal with pressure? Then our team is the right place for you!

In this role, you will:
  • offer solutions directly in daily contact with Financial Intermediaries, i.e., professional customers like External Asset Managers and Multi Family Offices
  • be the first point of entry for any kind of daily operations for Financial Intermediaries from APAC
  • handle daily customer inquiries and orders
  • be responsible for the further development of our customers and in the acquisition of customers
Description du profil

  • several years of experience in a similar role as a client advisor, business developer, senior client account manager or process & quality specialist
  • sound banking expertise and good knowledge of capital markets
  • ability to make new contacts, build long-term customer relationships and convince and inspire people
  • you have great commitment and the ability to work in a team
  • digitally savvy, agile handling of UBS applications and understanding of wealth management processes
  • strong communication skills and good negotiation skills
  • fluent in Mandarin and English (spoken and written), other languages are an advantage
  • Ability to represent UBS in a highly professional manner in front of Financial Intermediaries
  • Work Experience with Financial Intermediaries/External Asset Managers or Family Offices are of advantage
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Deadline: 25-05-2024

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