Client Relationship Manager

Responsibilities

• Represent the full scope of asset management services to wholesale clients
• Implement strategies to meet sales targets and generate revenue
• Retain and develop client relationships while managing risk exposure
• Promote various products including mutual funds, hedge funds, and real estate funds
• Proactively identify new business opportunities from existing and prospective clients
• Create and implement strategic client book development plans
• Collaborate with internal colleagues and support third-party relationships

Requirements

• 10 years of experience in asset management or a related field
• Bachelor's or Master's degree with a focus on sales, business administration, or banking
• Proficient in MS Office and CRM tools such as Morningstar or Bloomberg
• Fluent in English
• Strong leadership, relationship-building, and communication skills

Preferred Qualifications

• Proficiency in Mandarin to support the Asian client base

About the Company

UBS is a leading global wealth manager and the leading universal bank in Switzerland. We provide diversified asset management solutions and focused investment banking capabilities, operating in more than 50 markets around the globe. We value collaboration, diversity, and an inclusive culture that empowers our people to drive ongoing success.