Job offer
Client Advisor
We are seeking a Client Advisor for the Global Wealth Management team in Switzerland who will build and maintain relationships with high-net-worth individuals in Southeast Asia and Japan. The ideal candidate will have experience in relationship management, a strong network, and a solid background in finance.
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? Do you have a strong network of entrepreneurs and high-net-worth individuals in Southeast Asia (Singapore, Thailand, Malaysia, Indonesia) and Japan? Are you a proven risk manager? We are looking for a Wealth Management client advisor, based in Zurich or Geneva, Switzerland, covering the Southeast Asian (SEA) region and Japan. Your key responsibilities will include:- build, establish, and grow client relationships
- provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
- have a plan to expand the client base with measurable results
- maintain accurate and up-to-date records of client investor profiles
- take a strategic view of clients' investments and closely monitor the quality of their portfolios
Your expertise
- proven experience in relationship management
- existing network to high-net-worth individuals
- a Bachelor's or Master's degree in Finance
- a solid understanding of global and Asian financial markets
- ability to build a strong client network
- a resilient team player and truly flexible
- a strong affinity for and aptitude in digital transformation
- excellent communicator in English
We offer
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.Job details