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Client advisor, wm apac switzerland, team uhnwi

Zürich
UBS AG
Inserat online seit: 10 Juni
Beschreibung

Ph3Position Overview /h3 pWe’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the Asian Region. Ideally with a focus on the Singaporean market. /p h3Key Responsibilities /h3 ul liBuild, establish and grow your client relationships within the UHNWI segment. /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 h3Qualifications Expertise /h3 ul liProven acquisition talent and passionate networker within the UHNWI field. /li liExtensive network of entrepreneurs and High Net Worth individuals in Asia, ideally within the Singaporean market. /li liExperience in relationship management, asset gathering and investments, ideally 10+ years 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 or Mandarin) to support the local client base. /li /ul h3Job Type /h3 pFull Time /p h3Job Reference /h3 p BR /p h3Location /h3 pZürich, Switzerland /p h3EEO Statement /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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