Join Our Team as a Client Advisor
We invite you to become a pivotal member of our esteemed High-Net-Worth-Individual (HNWI) and Ultra-High-Net-Worth-Individual (UHNWI) team based in Zurich, Switzerland. Our team has a proven multi-decade track record covering both the Hong Kong and China markets.
At our firm, we are dedicated to managing, preserving, and growing our clients’ wealth while assisting them in planning and managing succession. We believe in empowering our employees through training and continuous education, fostering personal development to enhance client service.
Your Role
As a Client Advisor, you will play a key role in sustaining and enhancing our reputation as a global leader in wealth management.
Your Expertise
- At least 15 years of proven experience in wealth management within leading private banks, specifically catering to the Hong Kong and China markets.
- Fluent in Mandarin and Cantonese (preferably at a native level) with the ability to navigate sophisticated and complex financial advisory situations.
- A robust network among entrepreneurs, business owners, and private equity firms across Hong Kong, China, Taiwan, and Canada, including U/HNWIs and Next-Gen clients across key industries such as hospitality, real estate, healthcare, technology, and cosmetic manufacturing.
- Experience collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a wealth management perspective would be an advantage.
- Strong understanding of financial markets and regulatory frameworks specific to Hong Kong and China.
- Business management experience with a focus on enhanced risk management and process knowledge in Wealth Management is a plus.
- Cultural competence in understanding the values and investment interests of clients from both Hong Kong and China who bank with UBS in Switzerland.
- A highly regarded educational background in Business Administration or Finance, holding both a Bachelor's and an MBA degree.
If you believe you have the right qualifications and want to be part of our dynamic team, apply online using the form below. Please note that only applications matching the job profile will be considered.