Job offer

Client Advisor, Wealth Management APAC Switzerland, China Team

UBS is seeking a Client Advisor in Zurich for its China team to serve high-net-worth Chinese clients and build relationships. The position requires proven experience in relationship management, in-depth financial knowledge, and excellent language skills in Mandarin, Cantonese, and Swiss German.

Tasks

  • Building, establishing, and expanding customer relationships
  • Providing reliable advice to clients in collaboration with colleagues from the investment products and solutions teams

Requirements

  • Demonstrable experience in relationship management, as well as a strong track record in client consulting and sales
  • In-depth knowledge of financial markets and financial products
  • Ability to build strong customer networks
  • A resilient team player who can handle pressure
  • An affinity for digitalization and technology
  • Excellent communication skills in Mandarin, Cantonese, and Swiss German
  • A desire to explore how AI can streamline daily workflows, for example, by automating routine tasks, analyzing customers, establishing risk standards, and ensuring ethical use

Job details

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