Client Advisor

Your role

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Do you have a strong network of Chinese entrepreneurs and high-net-worth individuals and families? Are you a proven risk manager? We are looking for a Wealth Management client advisor in Zurich, Switzerland, to cover the Chinese market. Your key responsibilities will include:

• build, establish, and grow client relationships
• provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
• develop the client portfolio with measurable outcomes
• maintain accurate and up-to-date records of client investor profiles
• take a strategic view of clients' investments and closely monitor the quality of their portfolios
• comply with all regulations, policies, and standards to align with our risk management culture

Your expertise

• proven experience in relationship management
• extensive network of Chinese entrepreneurs and high-net-worth individuals and families
• a solid understanding of financial markets
• ability to build a strong client network
• a resilient team player who can handle pressure
• aptitude for digitization and technology
• excellent communicator in Mandarin

We offer

At UBS, we know that it is our people—with their diverse skills, experiences, and backgrounds—who drive our ongoing success. We are dedicated to our craft and passionate about putting our people first, offering new challenges, a supportive team, opportunities for growth, and flexible work arrangements whenever 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 the sum of our parts.