Client Advisor

Ihre Rolle

Are you a dynamic 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 chinesischen Unternehmern und High Net Worth Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zürich, Schweiz, covering the China market. Ihre Schlüsselverantwortungen sind:

• build, establish and grow client relationships
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• 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
• comply with all regulations, policies and standards to be in line with our risk management culture

Ihre Expertise

• proven experience in relationship management
• extensive network to chinesischen Unternehmern
• firm grasp of financial markets and I
• ability to build strong client network
• resilient team player to cope with pressure
• aptitude for digitization and technology
• excellent communicator in Mandarin

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.