at UBS
Bulge Bracket Investment BanksPosted 2 days ago
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**Team Assistant - Global Markets** assists wealth management team in Zurich, focusing on China market. Key responsibilities include building and maintaining client relationships, delivering bespoke investment advice, growing client book, managing investor profiles, portfolio monitoring, and ensuring regulatory compliance. Proven experience in client advisory, sales, and risk management is essential. Strong ties to Chinese entrepreneurs and High Net Worth Individuals are preferred. Bilingual proficiency in English and Mandarin is required.
- Compensation
- Not specified
- City
- Zurich
- Country
- Switzerland
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 |
