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Client advisor, wm apac switzerland, team uhnwi

Zürich
UBS AG
EUR 80’000 - EUR 100’000 pro Jahr
Inserat online seit: 22 April
Beschreibung

Position Overview
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the Asian Region. Ideally with a focus on the Singaporean market.

Key Responsibilities

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.

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.

Qualifications & Expertise

Proven acquisition talent and passionate networker within the UHNWI field.

Extensive network of 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 mind‑set.

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.

Job Type
Full Time

Job Reference
332771BR

Location
Zürich, Switzerland

EEO Statement
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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