Client Advisor, WM APAC Team, South East Asia in ZH​/GvA

Client Advisor, WM APAC Switzerland Team, South East Asia in ZH/GvA

Join to apply for the Client Advisor, WM APAC Switzerland Team, South East Asia in ZH/GvA role at UBS
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Full Time

332772

Carouge, Zürich

Not Applicable

Full-time

Other

Banking, Financial Services, and Investment Banking

We’ll be working in a well‑established High Net Worth (HNW) team covering South East Asian countries with multiple decades of track record. The team is present in both Zurich and Geneva. We’re focused on managing, preserving, and growing our clients’ wealth, and helping our clients plan for and manage succession. We provide training and continuous education for employees.

We’re looking for a Wealth Management client advisor, in Zurich or Geneva, Switzerland, covering the South East Asian (SEA) Region.

• 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 align with our risk‑management culture.

• Proven experience in relationship management, asset gathering and investments, ideally at least 5 years in a client‑facing role.
• Existing network of High Net Worth individuals in South East Asia.
• A Bachelor or Master degree in Finance/Economics or equivalent.
• Firm grasp of global and Asian financial markets and regulatory frameworks.
• Ability to build strong client networks with an entrepreneurial mindset.
• Resilient team player and truly service oriented.
• High affinity and aptitude for digitization and technology.
• Excellent communication in English and local Asian languages (Thai, Mandarin) to support local client base.

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, UBS is present in more than 50 markets worldwide.

At UBS, we know that it’s our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, offering new challenges, supportive teams, opportunities to grow and flexible working options where possible. Our inclusive culture brings out the best in employees, wherever they are on their career journey.

We use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. Collaboration is at the heart of everything we do.

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.