Client Advisor / Client Advisoress

Your Role

Are you a dynamic Client Advisor dedicated to delivering an exceptional client experience? Do you possess a strong track record in client advisory and sales? Are you well-connected with both Hong Kong and Chinese entrepreneurs, as well as Ultra-High Net-Worth Individuals and Families? Are you a proven risk manager?

We are seeking a Wealth Management Client Advisor based in Zurich, Switzerland, to cover both the Hong Kong and China markets.

Your Key Responsibilities

• Build, establish, and grow client relationships.
• Provide trusted advice to clients in collaboration with colleagues from investment products and solutions teams.
• Develop the client book with measurable outcomes.
• Maintain accurate and up-to-date records of client investor profiles.
• Take a strategic view of clients’ investments and closely monitor portfolio quality.
• Ensure compliance with all regulations, policies, and standards in alignment with our risk management culture.

Your Team

You will be part of a well-established High-Net-Worth-Individual (HNWI) / Ultra-High-Net-Worth-Individual (UHNWI) team based in Zurich, Switzerland, covering both the Hong Kong and China markets, with decades of proven success.

We focus on managing, preserving, and growing our clients’ wealth, while also assisting them in planning for and managing succession.

Our employees benefit from training and continuous education to better serve our clients and promote personal development.

As a Client Advisor, you will play a vital role in helping us grow and maintain our position as a global leader in wealth management.

Your Expertise

• Over 15 years of proven experience and track record in wealth management from leading private banks, specifically in the Hong Kong and China markets.
• Highly competent in Mandarin and Cantonese language skills (ideally native level) for sophisticated and complex financial advisory contexts.
• Extensive network among Hong Kong and Chinese entrepreneurs, business owners of listed companies, private equity firms, U/HNWIs, and Next-Gen clients in key industries such as healthcare, technology, and commodities.
• Knowledge and experience in collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a Wealth Management perspective to strategize on UBS's One Bank solution would be advantageous.
• A firm grasp of financial markets and regulatory frameworks in Hong Kong and China.
• Business management experience with enhanced risk management and process knowledge in Wealth Management is considered a plus.
• Cultural competence in understanding the values and investment interests of Hong Kong and China-market clients who bank with UBS in Switzerland.
• Highly educated in Business Administration or Finance, holding both a Bachelor's and a Master's degree.

Join Us

At UBS, we recognize that it is our people—with their diverse skills, experiences, and backgrounds—that drive our ongoing success. We are dedicated to our craft and passionate about putting our people first, offering new challenges, a supportive team, opportunities for growth, and flexible working options where possible.

Our inclusive culture brings out the best in our employees, no matter where they are in their career journey. Moreover, we leverage artificial intelligence (AI) to work smarter and more efficiently. We understand that great work is never achieved alone, which is why collaboration is central to everything we do—together, we are more than ourselves.

We are committed to disability inclusion. If you require reasonable accommodations throughout our recruitment process, please don’t hesitate to reach out to us.

Apply online using the form below. Only applications matching the job profile will be considered.

Internal Details

UBS Business Solutions SA
Recruiter: Ms. Fion Law (fion.law@ubs.com)

Disclaimer / Policy Statements

UBS is an Equal Opportunity Employer. We respect and seek to empower every individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.