Client Advisor WM APAC Switzerland HNW Greater China Team in Zurich
UBSSwitzerland - zürich Update time: October 7,2020
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 a proven risk manager?
We’re looking for a client advisor for HNW Greater China clients to:
• build, establish and grow 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
We’re looking for a client advisor for HNW Greater China clients to:
• build, establish and grow 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
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