Job offer
Client Advisor, Wealth Management APAC, Switzerland, Iwamian Ieam in Zurich
UBS is seeking a Client Advisor for Global Wealth Management in Zurich who specializes in serving Asian entrepreneurs and ultra-high-net-worth individuals. The role involves building and maintaining client relationships, as well as providing trusted investment advice in collaboration with the investment team.
Tasks
- Building, Establishing, and Expanding Customer Relationships
- Providing reliable advice to clients in collaboration with colleagues from the Investment Products and Solutions team
Requirements
- Proven talent and a passion for building networks in the UHNWI (Ultra High Net Worth Individuals) sector
- A strong track record in client advisory and sales, particularly in Asia
- Extensive experience working with entrepreneurs and high-net-worth individuals in Asia
- Team-oriented approach to relationship marketing, asset gathering, and investments; ideally, 7+ years of experience in a customer-focused role
- In-depth knowledge of financial markets and regulatory frameworks
- Ability to build strong customer networks with an entrepreneurial mindset
- Resilient teamwork skills and a genuine service-oriented attitude
- An affinity for digitalization and technology
- Excellent communication and technical skills
- Openness to how AI (artificial intelligence) can help us work more intelligently and effectively
- Appreciation for diverse skills and talents (culture, languages, policies, risk standards, and ethical values)
Job details
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