Wealth Advisor for SEA & Japan Clients (Zurich)

UBS

Brugg

On-site

CHF 150,000 - 230,000

Full time

25 hours ago
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Job summary

UBS is seeking a Wealth Management Client Advisor in Switzerland to manage relationships for South East Asia and Japan clients. You will grow the client book, deliver tailored investment guidance, and work with cross-border teams in Zurich or Geneva.

The role requires 5+ years in client-facing advisory, an English plus Asian language skillset, and a strong grasp of global markets and regulatory frameworks. UBS emphasizes risk management and digital-enabled service delivery.

Qualifications

  • Proven experience in relationship management and investments.
  • Network to High Net Worth individuals in South East Asia.
  • Bachelor or Master degree in Finance/Economics or equivalent.
  • Firm grasp of Global and Asian markets and regulatory frameworks.
  • Ability to build strong client networks with an entrepreneurial mindset.
  • Excellent communicator in English and local Asian languages (Thai, Japanese).
  • Curious about using AI to improve workflows and ensure compliance.

Responsibilities

  • 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.

Skills

Relationship mgmt
Client advisory
Asset gathering
Networking SEA/Japan
English & Asian languages
AI in workflows
Entrepreneurial mindset
Regulatory knowledge
Communication skills

Education

Bachelor’s or Master in Finance/Economics

Job description

UBS is seeking a Wealth Management Client Advisor in Switzerland to manage relationships for South East Asia and Japan clients. You will grow the client book, deliver tailored investment guidance, and work with cross-border teams in Zurich or Geneva.

The role requires 5+ years in client-facing advisory, an English plus Asian language skillset, and a strong grasp of global markets and regulatory frameworks. UBS emphasizes risk management and digital-enabled service delivery.

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