Exciting Opportunity for a Client Advisor
Join our esteemed High-Net-Worth-Individual (HNWI) and Ultra-High-Net-Worth-Individual (UHNWI) team, where we focus on the Hong Kong and China markets from our Zurich, Switzerland location. With decades of proven success, we prioritize managing, preserving, and growing our clients’ wealth, while assisting them in planning and managing succession.
We are dedicated to the continuous education and training of our employees, ensuring they are equipped to serve our clients efficiently and fostering personal development.
Your Role
As a Client Advisor, you will play a vital role in enhancing our global leadership in wealth management. Your expertise will be instrumental in maintaining and growing our client base.
Your Expertise Includes
- At least 15 years of proven experience in wealth management at leading private banks with a focus on the Hong Kong and China markets.
- Fluent in Mandarin and Cantonese (ideally at a native level), specifically within the context of sophisticated and complex financial advisory.
- An extensive network of entrepreneurs, business owners from listed companies, private equity firms, U/HNWIs, and Next-Gen clients across Hong Kong, China, Taiwan, and Canada in key industries such as hospitality, real estate development, healthcare, technology, and cosmetic manufacturing.
- Knowledge and experience in collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a Wealth Management perspective.
- A strong understanding of financial markets and regulatory frameworks in both Hong Kong and China.
- Experience in business management, particularly with a focus on risk management and processes in Wealth Management.
- Cultural competence in understanding the values and investment interests of clients from the Hong Kong and China markets who bank with UBS in Switzerland.
- A highly regarded educational background in Business Administration or Finance, ideally holding both a Bachelor's degree and an MBA.
To express your interest in this vibrant opportunity, apply online using the form below. Please note that only applications matching the job profile will be considered.