Join Our High-Net-Worth Team in Zurich
We invite you to become part of our well-established High-Net-Worth-Individual (HNWI) / Ultra-High-Net-Worth-Individual (UHNWI) team, which focuses on the Hong Kong and China markets from our Zurich office. With decades of proven track record, we are committed to managing, preserving, and growing our clients’ wealth while assisting them in planning for and handling succession.
At our firm, we prioritize the personal development of our employees by providing training and continuous education, enabling them to better serve our clients.
As a Client Advisor, you will play a pivotal role in maintaining and enhancing our position as a global leader in wealth management.
Your Expertise
- Over 15 years of proven experience in wealth management with leading private banks, specifically within the Hong Kong and China markets.
- Fluency in Mandarin and Cantonese (ideally at a native level) for sophisticated financial advisory services.
- A robust network of entrepreneurs, business owners of listed companies, private equity firms, U/HNWIs, and Next-Gen clients across Hong Kong, China, Taiwan, and Canada, particularly in key industries like hospitality, real estate, healthcare, technology, and cosmetics manufacturing.
- Experience in collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a Wealth Management perspective, particularly focused on UBS's One Bank solution.
- In-depth knowledge of financial markets and regulatory frameworks in Hong Kong and China.
- Business management experience with enhanced risk management skills and process knowledge in Wealth Management is considered advantageous.
- Cultural competence in understanding the investment values and interests of clients in both Hong Kong and China who bank with UBS in Switzerland.
- A high level of education in Business Administration or Finance, with both a Bachelor's and MBA degree being highly regarded.
To explore this opportunity further, please Apply online using the form below. Please note that only applications matching the job profile will be considered.