Client Advisor, Wealth Management APAC Switzerland, China Team in Zurich

Key Responsibilities

• build, establish, and grow client relationships
• provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
• develop the client portfolio with measurable outcomes
• have accurate and up-to-date economic information on the realities of client investments

The team

• You’ll be working in a well-established and growing client advisory team, responsible for sourcing clients, identifying opportunities with our existing clients, and ensuring a positive client journey and experience.
• Your main objective is to promote our investment products and solutions in order to build and grow our client base in a sustainable manner.
• We are focused on managing and preserving wealth, and on passing on our clients’ wealth and values to the next generation.

Your skills and experience

• Proven experience in relationship management at a global multinational, preferably a financial institution
• a solid understanding of financial markets and products
• ability to build strong client networks
• An excellent communicator in Mandarin and English
• proven talent in business development across various sectors and regions
• a curiosity to explore financial markets and to share your ideas and insights with management and colleagues
• a structured and results-oriented approach to work
• a professional, proactive, and service-oriented work ethic
• A flexible and adaptable mindset, with outstanding communication skills and the ability to clearly convey who you are and what you have to offer in a foreign culture and language
• a solid understanding of and adherence to UBS and external regulatory frameworks
• coachability and a desire to learn and grow
• understanding of the interaction between the advisor and the investment products and solutions teams

We offer

• continuing education to better serve clients, providing opportunities to expand your skills through continuing professional education