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Client Advisor Executives & Entrepreneurs WM Bern

ExperiencedNo visa sponsorship
UBS logo

at UBS

Bulge Bracket Investment Banks

Posted 2 days ago

No clicks

**Client Advisor - Wealth Management (China Market), Zurich** - Senior Wealth Management role for dynamic relationship managers with strong client advisory and sales experience in China market - Key responsibilities: build, grow client relationships; provide trusted advice; develop client book; monitor portfolio quality; ensure regulatory compliance - Required skills: fluency in Mandarin; strong connections to Chinese entrepreneurs & HNWIs; proven risk management expertise; experience with investment products and solutions - Location: Zurich, Switzerland; key market coverage: China - Experience level: Mid to Senior; track record in wealth management advisory and sales

Compensation
Not specified

Currency: Not specified

City
Zurich
Country
Switzerland

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 cultureShow more Client Advisor, WM APAC Switzerland, China Team in Zurich

Client Advisor Executives & Entrepreneurs WM Bern

Compensation

Not specified

City: Zurich

Country: Switzerland

UBS logo
Bulge Bracket Investment Banks

2 days ago

No clicks

at UBS

ExperiencedNo visa sponsorship

**Client Advisor - Wealth Management (China Market), Zurich** - Senior Wealth Management role for dynamic relationship managers with strong client advisory and sales experience in China market - Key responsibilities: build, grow client relationships; provide trusted advice; develop client book; monitor portfolio quality; ensure regulatory compliance - Required skills: fluency in Mandarin; strong connections to Chinese entrepreneurs & HNWIs; proven risk management expertise; experience with investment products and solutions - Location: Zurich, Switzerland; key market coverage: China - Experience level: Mid to Senior; track record in wealth management advisory and sales

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 cultureShow more Client Advisor, WM APAC Switzerland, China Team in Zurich