Client Advisor

Your role

Are you a dynamic client advisor 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 Hong Kong and Chinese entrepreneurs, ultra-high-net-worth individuals, and families? Are you an experienced risk manager? We are seeking a Wealth Management Client Advisor in Zurich, Switzerland, to cover both the Hong Kong and Chinese markets.

Your tasks

Your main responsibilities are:

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

Your career

We welcome applications from candidates who are looking to return to work after a break.

Your team

You will work as part of an established team in Zurich, Switzerland, serving both the Hong Kong and Chinese markets. We focus on managing, preserving, and growing wealth. We provide our employees with training and ongoing professional development to better serve our clients and support their personal growth.

Your requirements

• Proven experience of 15 years or more and a track record in wealth management at leading private banks covering the entire Hong Kong and Chinese markets
• Excellent proficiency in Mandarin and Cantonese (ideally native-level) in the context of complex and sophisticated financial advisory services
• An extensive network of Hong Kong and Chinese entrepreneurs, CEOs of publicly traded companies and private equity firms, ultra-high-net-worth individuals (UHNWIs), and next-generation clients in key industries such as healthcare, technology, and commodities
• Knowledge and experience in collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a wealth management perspective to develop strategies for 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

What we offer

We offer our employees a supportive environment, new challenges, flexible working conditions, and opportunities for professional growth. Our inclusive culture brings out the best in our employees, regardless of their career stage. We use artificial intelligence (AI) to work more efficiently. We recognize that great work is never done alone. That is why collaboration is at the heart of everything we do. We are also committed to an inclusive work environment and provide support for people with disabilities.