Client Advisor, WM APAC Switzerland, China Team in Zurich

Key responsibilities

• 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
• know accurate and up-to-date economic on client investment realities

The team

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

Your skills and experience

• proven experience in relationship management in a global multinational, preferably a financial institution
• firm grasp of financial markets and products
• ability to build strong client networks
• excellent communicator in Mandarin and English
• proven talent in business development across various sectors and geographies
• curiosity to explore financial markets and to share your ideas and insights with management and colleagues
• structured and results-oriented work approach
• professional, proactive, and service-oriented work ethic
• flexible and adaptable mindset, with outstanding communication skills and the ability to make yourself and your value proposition clear in a foreign culture and language
• solid understanding of and adherence to UBS and external regulatory frameworks
• coachability and eagerness to learn and develop
• understanding of the interplay between the advisor and the investment products and solutions teams

We offer

• continuous education to better serve clients, providing opportunities to expand your skills with continuous professional education