
Client Advisor WM APAC Switzerland Team China in Zurich
Mehr als 30 Tage altAngaben zum Job

Firma | UBS |
Kategorie | Banking / Versicherung | Pensum | 100% |
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 and sales? Are you well connected to Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager?
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the China market. 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
• 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