Job offer
Client Advisor
UBS is seeking a Client Advisor to serve ultra-high-net-worth individuals (UHNWIs) in Asia, particularly in Singapore, to deliver an exceptional client experience and build relationships. The role involves advising clients, managing client relationships, and monitoring investments.
Job description
Your role
Are you a passionate relationship manager who delivers an exceptional customer experience? Do you have a strong track record in customer consulting and sales? Are you well connected with Asian entrepreneurs and ultra-high net worth individuals (UHNWIs)? Are you a proven risk manager?
We are seeking a Wealth Management Client Advisor in Zurich, Switzerland, who will focus on the Asian region. Ideally, the focus will be on the Singapore market. Your main responsibilities will be:
- Building, establishing, and growing customer relationships within the UHNWI segment
- Provide trusted advice to clients in collaboration with colleagues in the investment products and solutions teams
- Developing a plan for developing the customer book with measurable results
- Maintaining accurate and up-to-date records of client-investor profiles
- Strategic view 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 team.
Although we are diverse in terms of nationality and background, we share a common goal of providing our customers with the best possible advice and solutions.
Your expertise
We are looking for someone with:
- Proven acquisition talent and passionate networker in the UHNWI sector
- extensive network of entrepreneurs
- Experience in relationship management
- firm grip on the financial markets and
- Ability to build a strong customer network
- Resilient team player and truly service-oriented
- Aptitude for digitalization and technology
- Excellent communicator in English and 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.
We are convinced that our employees, with their diverse skills, experiences, and backgrounds, drive our continued success.
We strive to support our employees with new challenges, a supportive team, opportunities for growth and flexible working options where possible.
Our inclusive culture brings out the best in our employees, no matter where they are on their career journey.
We use artificial intelligence (AI) to work smarter and more efficiently.
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