at UBS
Bulge Bracket Investment BanksPosted 2 days ago
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**Asset Servicing Account Manager**: Drive strategic client relationships, provide expert wealth management advice, and risk management in the China market. A proven client advisor, 5+ years in wealth management, strong network with Chinese HNWIs, and a track record in client sales. Collaborate with investment teams, compliant with risk management culture. Zurich-based role.
- Compensation
- Not specified
- City
- Zurich
- Country
- Switzerland, China
Currency: Not specified
Full Job Description
| 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? Were 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 | Show more Client Advisor, WM APAC Switzerland, China Team in Zurich |
