Job Reference # 304124BR
City Zürich
Job Type Full Time
Your role
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) entrepreneurs and High Net Worth Individuals? Are you a proven risk manager?
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the South-East Asian (SEA) Region. Your key responsibilities are:
1. build, establish, and grow client relationships
2. provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
3. have a plan to develop the client book with measurable outcomes
4. keep accurate and up-to-date records on client investor profiles
5. take a strategic view of clients’ investments and closely monitor their portfolio quality
6. comply with all regulations, policies, and standards to be in line with our risk management culture
Your expertise
• proven experience in relationship management, asset gathering and investments, ideally at least 5 years working in a client-facing role
• experience with the Credit Suisse platform, tools and processes
• existing network to High-Net-Worth individuals in South-East Asia
• a Bachelor or Master’s Degree in Finance/Economics or equivalent
• firm grasp of Global and Asian financial markets and regulatory frameworks of the country you focus on
• ability to build strong client networks, with an entrepreneurial mind-set
• resilient team player and truly service oriented
• high affinity and aptitude for digitization and technology
• excellent communicator in English and local Asian languages (Thai, Mandarin) to support local client base.
About us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.
Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
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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