Client Advisor

Job description

Your role

We are seeking an experienced Client Advisor for our Global Wealth Management unit in Zurich, Switzerland, who will focus on the Asian region, ideally with a focus on the Singapore market.

Tasks

• Development, establishment, and growth of customer relationships in the UHNWI segment (ultra-high net worth individuals)
• Providing trusted advice to clients in collaboration with colleagues from the investment products and solutions teams
• Developing a plan to expand the customer base with measurable results
• Maintaining accurate and up-to-date records of client-investor profiles
• Strategic consideration of client investments and close monitoring of portfolio quality

Your team

You will work in an established team focused on administration, maintenance, and continuous education to better serve asset management.

We operate in a multicultural Asian environment.

Although we differ in terms of nationality, culture, and background, we share a common goal: to provide the best possible advice and solutions for our customers.

Your expertise

• Experienced acquisition talents and passionate networkers in the UHNWI sector
• Extensive network of entrepreneurs
• Experience in relationship management
• Solid understanding of financial markets
• Ability to build a strong customer network
• Resilient team players and truly service-oriented
• Aptitude for digitalization and technology
• Excellent communication skills in English and in one of the Asian languages

We offer

At UBS, we know that great work is never done alone.

That's why we put collaboration at the heart of everything we do.

Because together we are more than we are alone.

We offer:

• New challenges
• A supportive team
• Opportunities for growth
• Flexible working options, if possible
• An inclusive culture that brings out the best in our employees