Client Advisor / Client Advisress

Your Role

Are you a dynamic Client Advisor dedicated to delivering an exceptional client experience? Do you possess a strong track record in client advisory and sales? Are you well-connected with Hong Kong and Chinese entrepreneurs, Ultra-High Net-Worth Individuals, and families? Are you a proven risk manager?

We are seeking a Wealth Management Client Advisor based in Zurich, Switzerland, to cover both the Hong Kong and China markets.

Your Key Responsibilities

• Build, establish, and grow client relationships.
• Provide trusted advice to clients in collaboration with colleagues from investment products and solutions teams.
• Develop the client book with measurable outcomes.
• Maintain accurate and up-to-date records of client investor profiles.
• Take a strategic view of clients’ investments and closely monitor portfolio quality.
• Ensure compliance with all regulations, policies, and standards in alignment with our risk management culture.

Your Team

You will be part of a well-established High-Net-Worth Individual (HNWI)/Ultra-High-Net-Worth Individual (UHNWI) team in Zurich, Switzerland, that has a multi-decade track record in covering both Hong Kong and China markets.

We focus on managing, preserving, and growing our clients’ wealth, along with assisting them in planning for and managing succession. We are committed to providing our employees with ongoing training and continuous education to enhance their ability to serve our clients and promote personal development.

As a Client Advisor, you will play a key role in helping us maintain our position as a global leader in wealth management.

Your Expertise

• Over 15 years of proven experience in wealth management from leading private banks, specifically within the Hong Kong and China markets.
• Strong Mandarin and Cantonese language skills (ideally at a native level) in the context of sophisticated and complex financial advisory.
• An extensive network of Hong Kong and Chinese entrepreneurs, business owners of listed companies, private equity firms, U/HNWIs, and Next-Gen clients in key industries including healthcare, technology, and commodities.
• 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 solution is advantageous.
• A firm grasp 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 the Hong Kong and China markets banking with UBS in Switzerland.
• A highly educated background in Business Administration or Finance, holding both a Bachelor's and Master's degree.

Join Us

At UBS, we recognize that our people with their diverse skills, experiences, and backgrounds are the driving force behind our ongoing success. We are dedicated to our craft and passionate about putting our people first. We offer new challenges, a supportive team, opportunities for growth, and flexible working options when possible. Our inclusive culture fosters the best in our employees, regardless of where they are on their career journey. We leverage artificial intelligence (AI) to work smarter and more efficiently, and we understand that great work is never done alone, which is why collaboration is at the core of everything we do.

We are committed to disability inclusion, and if you require reasonable accommodations or adjustments throughout the recruitment process, please reach out to us.

Apply Online

Apply online using the form below. Please note that only applications matching the job profile will be considered.

Internal Details

UBS Business Solutions SA
Recruiter: Ms. Fion Law (fion.law@ubs.com)

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower every individual while supporting the diverse cultures, perspectives, skills, and experiences within our workforce.