Job offer
Client Advisor
UBS is seeking an experienced Client Advisor to serve ultra-high-net-worth individuals (UHNWIs) and Asian entrepreneurs in Zurich, building and maintaining relationships and providing tailored investment advice. The position is part of the Global Wealth Management team and offers the opportunity to work in an international environment.
Job description
Your role
We are seeking a Client Advisor for our Global Wealth Management division in Zurich, Switzerland. Your main responsibilities will be:- Development, establishment, and growth of customer relationships
- 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 view of customer investments and close monitoring of portfolio quality
- Compliance with all regulations, guidelines, and standards to support our risk management culture
Your expertise
We are looking for someone with:- Proven talent for acquisition and passionate network within the UHNWI sector
- Extensive network of entrepreneurs
- Experience in relationship management
- Firm grip on the 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 German
We offer
At UBS we offer:- A challenging and supportive working environment
- Opportunities for growth and further development
- Flexible working options, if possible
- An inclusive culture that promotes the diversity of our employees
- Using artificial intelligence (AI) to work smarter and more efficiently
Job details
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