Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich — UBS
CHF 73'500 - 111'500
UBS · Zürich (ZH)
- Location
- Zürich
- Contract
- full-time
- Posted
- 93 days ago
SalaryCHF 73'500 - 111'500
Role overview
Are you a passionate 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 Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)?
- Are you a passionate relationship manager who delivers an exceptional client experience?
- Do you have a strong track record in client advisory and sales?
- build, establish and grow your client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
Main responsibilities
- build, establish and grow your 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
Notes and original content
- Responsibilities
