Join to apply for the Client Advisor, WM APAC Switzerland, Team UHNWI role at UBS
We are looking for a Wealth Management client advisor in Zurich, Switzerland, covering the Asian Region with a focus on the Singaporean market. Your key responsibilities are:
* build, establish and grow your client relationships within the UHNWI segment
* 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 align with our risk management culture
Job Type Full Time
Job Reference 332771BR
City Zürich
Your team
You’ll be working in a well‑established Ultra High Net Worth and High Net Worth team covering Asian countries, in Zurich. We focus on managing, preserving and growing our clients’ wealth, and helping them plan for and manage succession. We provide 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.
We operate in a multicultural Asian team with working languages English, Cantonese, Japanese or Mandarin. We are diverse in terms of nationalities, genders, age groups and professional backgrounds, united by our passion for business and success.
Your expertise
* proven acquisition talent and a passionate networker within the UHNWI field
* extensive network to entrepreneurs and High Net Worth individuals in Asia, ideally within the Singaporean market
* experience in relationship management, asset gathering and investments, ideally 10+ years in a client-facing role
* firm grasp of financial markets and regulatory frameworks
* ability to build strong client networks with an entrepreneurial mindset
* resilient team player and truly service oriented
* aptitude for digitization and technology
* excellent communicator in English and local Asian languages (Cantonese, Japanese or Mandarin) to support the local client base
About Us UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, UBS is present in more than 50 markets worldwide. We value collaboration and strive to empower our employees with training and development. Visit ubs.com/careers to learn more.
Join us At UBS, our people with diverse skills, experiences and backgrounds drive our ongoing success. We are committed to inclusion and provide reasonable accommodations during the recruitment process if needed.
Disclaimer / Policy statements UBS is an Equal Opportunity Employer. We respect and empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Seniority level
* Not Applicable
Employment type
* Full-time
Job function
* Other
Industries
* Banking, Financial Services, and Investment Banking
Referrals increase your chances of interviewing at UBS by 2x
We’re unlocking community knowledge in a new way. Experts contribute insights directly into articles, started with the help of AI.
#J-18808-Ljbffr