Client Advisor / Client Advisoress

Your Role

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

We’re looking for a Wealth Management Client Advisor in Zurich, Switzerland, covering both 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 working in a well-established High-Net-Worth-Individual (HNWI)/ Ultra-High-Net-Worth-Individual (UHNWI) team covering both Hong Kong and China markets, in Zurich, Switzerland, with a multi-decade track record.

We focus on managing, preserving, and growing our clients’ wealth, as well as helping our clients plan for and manage succession.

We provide our employees with training and continuous education to better serve our clients and promote personal development.

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

Your Expertise

• Proven 15 years or more of experience and a track record in wealth management from leading private banks, covering both the Hong Kong and China markets.
• Highly competent Mandarin and Cantonese language skills (ideally native level) in the context of sophisticated and complex financial advisory.
• Extensive network of both Hong Kong and Chinese entrepreneurs, business owners of listed companies and private equity firms, U/HNWIs, and Next-Gen clients in key industries including 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.
• 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 both 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 Master's degree.

Join Us

At UBS, we know that it's our people, with their diverse skills, experiences, and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow, and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also use artificial intelligence (AI) to work smarter and more efficiently. Collaboration is at the heart of everything we do because together, we’re more than ourselves.

We’re committed to disability inclusion. If you need reasonable accommodation or adjustments throughout our recruitment process, you can always contact us.

Application Instructions

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

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.