Client Advisor

Your role

Are you a dynamic Client Advisor who delivers an exceptional customer experience? Do you have a strong track record in customer service and sales? Are you well connected with Hong Kong and Chinese entrepreneurs, ultra-high-net-worth individuals, and families? Are you an experienced risk manager? We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, covering both the Hong Kong and Chinese markets. Your main responsibilities will be:

• Building, establishing, and expanding customer relationships
• Providing trusted advisory services to clients in collaboration with colleagues from the investment products and solutions teams
• Ensuring compliance with all regulations

Your career

We welcome applications from candidates who have taken a career break.

Your team

You will work in an established team in Zurich, Switzerland, with multi-decision-making markets. We focus on managing, preserving, and growing wealth. We offer our employees training and continuous professional development to better serve our clients and promote personal development. As a Client Advisor, you will play a key role in supporting our growth and maintaining our position as a global leader in wealth management.

Your expertise

• Proven 15+ years of experience and track record in wealth management at leading private banks, covering all markets in Hong Kong and China
• Very good knowledge of Mandarin and Cantonese (ideally native speakers) in the context of complex and demanding financial consulting
• Extensive network of Hong Kong and Chinese entrepreneurs, CEOs of publicly traded companies and private equity firms, ultra-high-net-worth individuals, and next-gen clients in key industries such as healthcare, technology, and commodities
• Knowledge and experience in working with global banking, global markets, investment banking, and asset management from a wealth management perspective in order to strategize UBS's one-bank solutions
• Solid knowledge of financial markets and products
• business management experience
• Cultural competence in understanding Asian markets
• Excellent education in business administration

We offer

We offer our employees training and continuous professional development to better serve our customers and promote personal growth. We welcome applications from candidates who have taken a career break. We offer flexible working conditions where possible and a supportive environment to advance your career. Our inclusive culture brings out the best in our employees, regardless of their career stage. We use artificial intelligence (AI) to work more efficiently and smarter. We recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. We understand that we are more than the sum of our parts.