HNW Wealth Advisor – SEA & Japan Focus

UBS; Zürich; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

UBS is seeking a Wealth Management client advisor in Zurich or Geneva, covering South East Asia and Japan for HNW entrepreneurs. You will build and grow client relationships, provide trusted advice, and manage portfolios with a strong risk-aware mindset.

Ideal candidates have 5+ years in client-facing roles, an existing SEA/Japan network, and a degree in Finance/Economics. UBS emphasizes AI-driven efficiency and continuous learning in a global team.

Qualifikationen

• Proven experience in relationship management, asset gathering and investments in a client-facing role.
• Excellent English communication; local Asian language skills (Thai/Japanese) are a plus.
• Bachelor or Master degree in Finance or Economics or equivalent.

Aufgaben

• Build, establish and grow client relationships.
• Provide trusted advisory alongside investment products and solutions teams.
• Develop a plan to grow 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 monitor portfolio quality.
• Comply with regulations, policies, and risk standards.

Kenntnisse

Relationship management

Asset gathering

Investments

English

Thai

Japanese

Networking

Entrepreneurial mindset

Ausbildung

Bachelor or Master in Finance/Economics

Jobbeschreibung

UBS is seeking a Wealth Management client advisor in Zurich or Geneva, covering South East Asia and Japan for HNW entrepreneurs. You will build and grow client relationships, provide trusted advice, and manage portfolios with a strong risk-aware mindset.

Ideal candidates have 5+ years in client-facing roles, an existing SEA/Japan network, and a degree in Finance/Economics. UBS emphasizes AI-driven efficiency and continuous learning in a global team.