Switzerland - Western Switzerland, Switzerland - Zürich
Client advisory / Relationship management
Global Wealth Management
Your role
Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to South East Asian (Singapore, Thailand, Malaysia, Indonesia) entrepreneurs and High Net Worth Individuals? Are you a proven risk manager?
We-re looking for a Wealth Management client advisor, in Zurich or Geneva, Switzerland, covering the South East Asian (SEA) Region. Your key responsibilities are:
* build, establish and grow 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 Reference #
332772BR
City
Carouge, Zürich
Job Type
Full Time
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
Your team
You-ll be working in a well-established High Net Worth (HNW) team covering South East Asian countries with multi decades of track record. Your team is present both in Zurich and Geneva. 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.
Your expertise
* proven experience in relationship management, asset gathering and investments, ideally at least 5 years working in a client-facing role
* existing network to High Net Worth individuals in South East Asia
* a Bachelor or Master degree in Finance/Economics or equivalent
* firm grasp of Global and Asian financial markets and regulatory frameworks of the country you focus on
* ability to build strong client networks, with an entrepreneurial mind-set
* resilient team player and truly service oriented
* high affinity and aptitude for digitization and technology
* excellent communicator in English and local Asian languages (Thai, 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 and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
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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