at UBS
Bulge Bracket Investment BanksPosted 14 days ago
2 clicks
Based in Zurich, this internship-style role supports UBS's Wealth Management practice by helping build and manage client relationships across Hong Kong and China markets. The role involves delivering trusted investment guidance in collaboration with product and solutions teams and helping to grow the client book with measurable outcomes. You'll maintain up-to-date client investor profiles, take a strategic view of clients' investments, and closely monitor portfolio quality. You'll ensure compliance with all regulations, policies and standards in line with UBS's risk management culture.
- Compensation
- Not specified
- City
- Zurich, Hong Kong
- Country
- Switzerland, Hong Kong, China
Currency: Not specified
Full Job Description
| Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to both Hong Kong and Chinese entrepreneurs, Ultra-High Net-Worth-Individuals and Families? Are you a proven risk manager? We’re looking for a Wealth Management Client Advisor, in Zurich, Switzerland, covering both Hong Kong and China markets. Your key responsibilities are: Build, establish and grow client relationships • Provide trusted advice to clients in collaboration with colleagues from investment products and solutions teams • Develop the client book with measurable outcomes • Maintain accurate and up-to-date records of client investor profiles • Take a strategic view of clients’ investments and closely monitor portfolio quality • Ensure compliance with all regulations, policies and standards in alignment with our risk management culture | Show more Client Advisor, HK/China Team, APAC Switzerland WM in Zurich |
