Role Overview
Client Advisor, WM APAC Switzerland, China Team in Zurich at UBS.
Responsibilities
* Build, establish and grow client relationships
* Provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
* 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
Qualifications & Expertise
* Proven experience in relationship management, asset gathering and investments, ideally 5+ years working in a client‑facing role in the China market
* Extensive network of Chinese entrepreneurs and High Net Worth individuals and families
* Firm grasp of financial markets and regulatory frameworks in China
* Ability to build strong client networks with an entrepreneurial mind‑set
* Resilient team player able to cope with pressure
* Aptitude for digitization and technology
* Excellent communication in Mandarin to support local client base
Job Details
Job Type: Full Time
Job Reference #: 332769BR
City: Zürich
About Us
UBS is a leading global wealth manager and universal bank, headquartered in Zurich, serving clients in more than 50 markets worldwide.
Join us
At UBS, we are dedicated to our craft and passionate about putting our people first, offering new challenges, a supportive team, opportunities to grow and flexible working options.
Disclaimer / Equal Opportunity
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills and experiences within our workforce.
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