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