at UBS
Bulge Bracket Investment BanksPosted 15 days ago
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An internship focusing on client advisory and wealth management responsibilities, including building and growing client relationships and delivering trusted investment guidance in collaboration with investment products and solutions teams. You will develop the client book with measurable outcomes, maintain up-to-date investor profiles, and take a strategic view of clients' investments while closely monitoring portfolio quality. The role emphasizes compliance with regulations and risk management standards as part of a strong risk culture. It is based in Zurich, Switzerland, serving clients across Hong Kong and China markets.
- Compensation
- Not specified
- City
- Zurich
- 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 |
