Client Advisor

Ihre Rolle

Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to both Hong Kong and Chinese entrepreneurs, Ultra-High-Net-Worth-Individuals and Families? Are you a proven risk manager? We're looking for a Wealth Management Client Advisor, in Zurich, Switzerland, covering both Hong Kong and China markets.

Ihre Aufgaben

Ihre Schlüsselaufgaben sind:

• Build, establish and grow client relationships
• Provide trusted advice to clients in collaboration with colleagues from investment products and solutions teams
• Ensure compliance with all regulations

Ihre Karriere

We are open to applications from candidates.

Ihr Team

You will be working in a well-established team, in Zurich, Switzerland, with multi-decisive markets, in Hong Kong and China markets, We focus on managing, preserving and transferring wealth. We provide our employees with training and continuous education to better serve our clients to promote personal development.

Ihre Expertise

• Proven 15 years or more of experience and track record in wealth management from leading private banks, covering all the Hong Kong and China markets.
• Highly competent Mandarin and Cantonese language skills (ideally native level) in the context of sophisticated and complex financial advisory
• Extensive network of both Hong Kong and Chinese entrepreneurs, business owners of listed companies and private equity firms, UHNWIs and Next-Gen clients in key industries including 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 strategize on UBS's One Bank solutions.
• Firm grasp of financial markets and products.
• Business management experience
• Cultural competence in understanding Asian markets

Wir bieten

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when 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 ourselves.