Stellenangebot

Client Advisor

Die UBS sucht einen Client Advisor für das Global Wealth Management in Zürich, der erfahrene Beziehungen zu asiatischen Unternehmern und Ultra High Net Worth Individuals (UHNWI) hat und eine starke Erfolgsbilanz in der Kundenberatung und im Vertrieb vorweisen kann. Der Client Advisor soll Kundenbeziehungen aufbauen, vertrauenswürdige Beratung anbieten und das Kundenportfolio entwickeln und verwalten.

Ihre Rolle

Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zürich, Schweiz, covering the Asian Region. Ideally with focus on Singaporean market. Ihre Schlüsselverantwortungen sind:
  • build, establish and grow your client relationships within the UHNWI segment
  • provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
  • have a plan to develop the client book with measurable outcomes
  • keep accurate and up-to-date records on client investor profiles
  • take a strategic view of clients' investments and closely monitor their portfolio quality

Ihr Team

You'll be working in a well-established team focused on managing, preserving and continuous education to better serve wealth management. We are operating in a multicultural Asian context. Although we are diverse in terms of nationality, culture and background, we share a common goal.

Ihre Expertise

  • proven acquisition talent and passionate networker within the UHNWI field
  • extensive network to entrepreneurs
  • experience in relationship management
  • firm grasp of financial markets and
  • ability to build strong client network
  • resilient team player and truly service
  • aptitude for digitization and technology
  • excellent communicator in English as well as in any other Asian language

Wir bieten

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process. UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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