Client Advisor / Client Advisoress

Job Opportunity: Client Advisor

You will be joining a well-established High-Net-Worth Individual (HNWI) and Ultra-High-Net-Worth Individual (UHNWI) team that specializes in the Hong Kong and China markets, based in Zurich, Switzerland. With a multi-decade track record, we focus on managing, preserving, and growing our clients’ wealth while assisting them with succession planning.

We are committed to the professional growth of our employees, offering comprehensive training and continuous education to equip our team to serve our clients effectively and foster personal development.

As a Client Advisor, you will play a critical role in enhancing our position as a global leader in wealth management.

Your Expertise:

• Proven experience of 15 years or more in wealth management, with a strong track record from leading private banks, specifically covering the Hong Kong and China markets.
• Highly proficient in Mandarin and Cantonese (ideally at native level) within the context of sophisticated and complex financial advisory.
• Extensive network of entrepreneurs, business owners of listed companies, private equity firms, and U/HNWIs across Hong Kong, China, Taiwan, and Canada, particularly in key industries such as hospitality, real estate, healthcare, technology, and cosmetics manufacturing.
• Knowledge and experience in collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a Wealth Management perspective, particularly relating to UBS's One Bank solution.
• Strong understanding of financial markets and regulatory frameworks in both Hong Kong and China.
• Business management experience with an emphasis on risk management and process knowledge in Wealth Management is a plus.
• Cultural competence in understanding the investment values and interests of clients from the Hong Kong and China markets who bank with UBS in Switzerland.
• A highly regarded educational background, including a Bachelor's degree and an MBA, in Business Administration or Finance.

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