Join Our Team as a Client Advisor
You will be part of a well-established High-Net-Worth-Individual (HNWI) and Ultra-High-Net-Worth-Individual (UHNWI) team, serving clients in both the Hong Kong and China markets from our office in Zurich, Switzerland. With decades of proven track record, we are dedicated to managing, preserving, and growing our clients’ wealth while assisting them in succession planning.
Our commitment to employee development is strong, as we provide ongoing training and education to enhance your ability to serve our clients and foster personal growth.
Your Expertise
- Over 15 years of experience in wealth management from leading private banks, specifically covering both the Hong Kong and China markets.
- Fluent in Mandarin and Cantonese (ideally at a native level) within the realm of sophisticated financial advisory.
- An extensive network encompassing entrepreneurs, business owners from listed companies, private equity firms, ultra-high-net-worth individuals, and next-gen clients across Hong Kong, China, Taiwan, and Canada in key industries such as hospitality, real estate, healthcare, technology, and cosmetic manufacturing.
- Experience working with Global Banking, Global Markets, Investment Banking, and Asset Management from a Wealth Management perspective, particularly in strategizing on UBS's One Bank solutions.
- A strong understanding of financial markets and regulatory frameworks in Hong Kong and China.
- Business management experience with a focus on risk management and process knowledge in Wealth Management.
- Cultural competence in recognizing the values and investment interests of clients from the Hong Kong and China markets banking with UBS in Switzerland.
- A highly regarded educational background in Business Administration or Finance, holding both a Bachelor's degree and an MBA.
Apply online using the form below. Please note that only applications matching the job profile will be considered.
Work locationZürich, Switzerland