Client Advisor

Your role

Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Do you have a strong network of Asian entrepreneurs and ultra-high-net-worth individuals (UHNWIs)? Are you a proven risk manager? We are looking for a Wealth Management client advisor in Zurich, Switzerland, to cover the North Asian region. Your key responsibilities include:

• Build, establish, and expand client relationships
• Trusted advice for clients in collaboration with colleagues on the investment products and solutions teams
• Develop a plan to build the customer base with measurable results
• Maintain accurate and up-to-date records of customer investor profiles
• Maintain a strategic overview of clients' investments and closely monitor the quality of their portfolios
• Comply with all regulations, guidelines, and standards to align with our risk management culture

Your expertise

• A proven talent for business development and a passionate networker in the ultra-high-net-worth sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A solid understanding of financial markets
• Ability to build a strong customer network
• A reliable team player with a strong commitment to customer service
• A knack for digitalization and technology
• Excellent communication skills 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.