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, acquisition, and sales? Are you well connected to South East Asian (Singapore, Thailand, Malaysia, Indonesia) and Japan entrepreneurs and High Net Worth Individuals? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zurich or Geneva, Switzerland, covering the South East Asian (SEA) Region and Japan. Ihre Schlüsselaufgaben sind:

• build, establish and grow client relationships
• 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

Ihre Expertise

• proven experience in relationship management
• existing network to High Net Worth
• a Bachelor or Master degree in Finance
• firm grasp of Global and Asian financial markets
• ability to build strong client network
• resilient team player and truly flexible
• high affinity and aptitude for digitization
• excellent communicator in English

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.