Client Advisor

Your role

As a dynamic Client Advisor, do you deliver 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 main responsibilities will include:

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

Her Career Comeback

We welcome applications from candidates who are looking to restart their careers.

Your team

You will work in an established team in Zurich, Switzerland, with decades of experience covering the Hong Kong and Chinese markets. We focus on managing, preserving, and growing wealth with UBS in Switzerland. We provide our employees with training and ongoing professional development to better serve our clients and foster personal growth. As a Client Advisor, you will play a key role in our growth and in maintaining our position as a global leader in wealth management.

Your expertise

• Proven 15 years or more of experience and track record in wealth management at leading private banks covering all Hong Kong and Chinese markets
• High proficiency in Mandarin and Cantonese (preferably a native speaker) in the context of sophisticated and complex financial consulting
• 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, etc.
• 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 culture and values
• Highly qualified in business administration

We offer

We provide our employees with training and ongoing professional development to better serve our clients and support their personal growth. We are an inclusive employer and offer flexible work arrangements whenever possible. Our culture fosters collaboration and the success of our employees, regardless of their career level. We use artificial intelligence (AI) to work more efficiently. We are also committed to the inclusion of people with disabilities and offer support throughout the application process.