267465BR-Client Advisor WM APAC Switzerland Team South East Asia in ZH/GvA
- UBS AG
- Carouge GE
- Date de publication
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 or Geneva, 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
Your team :
You’ll be working in a well-established High Net Worth (HNW) team covering South East Asian countries with multi decades of track record. Your team is present both in Zurich and Geneva. We’re focused on managing, preserving, and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.
Your expertise :
proven experience in relationship management, asset gathering and investments, ideally at least 5 years working in a client-facing role
existing network to High Net Worth individuals in South East Asia
a Bachelor or Master 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.