Overview
Join to apply for the Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich role at UBS.
We’re looking for a Wealth Management client advisor in Zurich, Switzerland, covering the North Asian Region.
Responsibilities
* 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
Job details
* Job Type: Full Time
* City: Zürich
* Job Reference #: 332770BR
Your team
You’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.
Although we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success.
Your expertise
* proven acquisition talent and passionate networker within the UHNWI field
* extensive network to entrepreneurs and High Net Worth individuals in Asia
* experience in relationship management, asset gathering and investments, ideally 7+ 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, Mandarin) to support local client base
About Us
UBS 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.
We 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.
Join us
At 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.
We’re committed to disability inclusion; if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimers
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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