Join Our Team as a Client Advisor
We are a well-established team specializing in serving High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs) across the Hong Kong and China markets, based in Zurich, Switzerland. With decades of proven track record, our focus lies in managing, preserving, and growing our clients’ wealth while assisting them in succession planning.
At our firm, we prioritize continuous training and education for our employees, which fosters personal development and enables us to better serve our clients. As a Client Advisor, you will be instrumental in maintaining our position as a global leader in wealth management.
Your Expertise
- Over 15 years of experience in wealth management, with a proven track record from leading private banks, focusing on the Hong Kong and China markets.
- Highly competent Mandarin and Cantonese language skills (ideally at a native level) in sophisticated financial advisory contexts.
- Extensive network of entrepreneurs and business owners in Hong Kong, China, Taiwan, and Canada, including clients from key industries such as hospitality, real estate development, healthcare, technology, and cosmetic manufacturing.
- Knowledge and experience in collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management, which would be advantageous for strategizing on UBS's One Bank solution.
- Strong understanding of financial markets and regulatory frameworks in Hong Kong and China.
- Business management experience, with enhanced risk management and process knowledge in Wealth Management, is considered a plus.
- Cultural competence in understanding the values and investment interests of clients from Hong Kong and China who bank with UBS in Switzerland.
- A highly regarded educational background in Business Administration or Finance, preferably holding both a Bachelor's and an MBA degree.
Apply online using the form below. Note that only applications matching the job profile will be considered.