UBS

Client Advisor WM APAC Switzerland Team South-East Asia in ZH

29 Tage alt

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UBS
Firma UBS
Kategorie Banking / Versicherung
Einsatzort Zürich

Job-Inhalt

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: • 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 • comply with all regulations, policies, and standards to be in line with our risk management culture

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