Client Advisor WM APAC Switzerland Team South East Asia in ZH/GvA

☞ UBS

看过: 171

更新日: 10-04-2024

位置: Carouge (GE) Genève GE

类别: 其他

行业: Banking Financial Services Investment Banking

工作类型: Full-time

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工作内容

Job Reference #267465BRJob TypeFull TimeYour roleAre 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 or Geneva, 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 teamYou’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
  • existing network to High Net Worth individuals in South East Asia
  • a Bachelor or Master 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 UsUBS 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 usAt 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?Disclaimer / Policy StatementsUBS 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.Your Career ComebackWe are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
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最后期限: 25-05-2024

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