Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich

Are you a passionate 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 Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the North Asian Region. Your key responsibilities are:

• build, establish and grow your client relationships
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• have a plan to 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 You’ll be working in a well-established Ultra High Net worth and High Net worth team covering North Asian countries, in Zurich, with multi decades of track record. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management. Although we are diverse in terms of nationalities, genders, age groups and professional backgrounds we are united by our passion for business and success.
• proven acquisition talent and passionate networker within the UHNWI field
• extensive network to entrepreneurs and High Net Worth individuals in Asia.
• experience in relationship management, asset gathering and investments, ideally 7+ years working in a client-facing role
• firm grasp of financial markets and regulatory frameworks
• ability to build strong client networks, with an entrepreneurial mind-set
• resilient team player and truly service oriented
• aptitude for digitization and technology
• excellent communicator in English and local Asian languages (Cantonese, Japanese, Mandarin) to support local client base
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use We are looking for your application dossier. UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .