Client Advisor WM APAC Switzerland Team South-East Asia in ZH
2 Tage altAngaben zum Job
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