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Client Advisor, WM APAC Switzerland, Taiwan Team in ZurichUBS • zürich, Switzerland
Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich

Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich

UBS • zürich, Switzerland
Vor 30+ Tagen
Stellenbeschreibung
ph3Overview /h3 pbYour role /b 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? /p pWe’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the North Asian Region. /p pbRole details /b /p ul liJob Type: Full Time /li liJob Reference #: BR /li liCity: Zürich /li /ul h3Responsibilities /h3 ul liBuild, establish and grow your client relationships /li liProvide trusted advice to clients in collaboration with colleagues in investment products and solutions teams /li liHave a plan to develop the client book with measurable outcomes /li liKeep accurate and up-to-date records on client investor profiles /li liTake a strategic view of clients’ investments and closely monitor their portfolio quality /li liComply with all regulations, policies and standards to be in line with our risk management culture /li /ul h3Your team /h3 pYou’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. /p pAlthough we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success. /p h3Your expertise /h3 ul liProven acquisition talent and passionate networker within the UHNWI field /li liExtensive network to entrepreneurs and High Net Worth individuals in Asia /li liExperience in relationship management, asset gathering and investments, ideally 7+ years working in a client-facing role /li liFirm grasp of financial markets and regulatory frameworks /li liAbility to build strong client networks, with an entrepreneurial mind-set /li liResilient team player and truly service oriented /li liAptitude for digitization and technology /li liExcellent communicator in English and local Asian languages (Cantonese, Japanese, Mandarin) to support local client base /li /ul h3About Us /h3 pUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. /p pWe know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers. /p h3Join us /h3 pAt UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. /p pWe’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. /p h3Disclaimer / Policy statements /h3 pUBS 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. /p /p #J-18808-Ljbffr
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Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich • zürich, Switzerland

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