Client Advisor, WM APAC Team UHNWI
Listed on 2026-01-01
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Finance & Banking
Banking & Finance, Wealth Management
Your role
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 Asian Region. Ideally with focus on Singaporean market.
Responsibilities- Build, establish and grow your client relationships within the UHNWI segment
- 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
- Proven acquisition talent and passionate networker within the UHNWI field
- Extensive network to entrepreneurs and High Net Worth individuals in Asia. Ideally within the Singaporean market.
- Experience in relationship management, asset gathering and investments, ideally 10+ 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 or 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, 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.
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, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey.
And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves. We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS Business Solutions SA
UBS Recruiting
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.
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