Join Our High-Net-Worth Individual Team
We invite you to become a part of our esteemed High-Net-Worth Individual (HNWI) and Ultra-High-Net-Worth Individual (UHNWI) team, operating in Zurich, Switzerland, while covering the dynamic Hong Kong and China markets. Our longstanding track record spans multiple decades, highlighting our commitment to excellence.
At our firm, we focus on managing, preserving, and growing our clients’ wealth, while assisting them in planning for and managing succession. We are dedicated to providing our employees with training and continuous education, empowering them to serve our clients effectively and promote personal development.
As a Client Advisor, you will play a pivotal role in helping us strengthen and maintain our position as a global leader in wealth management.
Your Expertise
- Over 15 years of proven experience and a stellar track record in wealth management at leading private banks, specifically covering both the Hong Kong and China markets.
- Exceptional Mandarin and Cantonese language skills (preferably at a native level) tailored for sophisticated and complex financial advisory.
- A robust network of entrepreneurs and business owners from Hong Kong, China, Taiwan, and Canada, including listed companies and private equity firms, as well as UHNWI and Next-Gen clients in key industries such as hospitality, real estate, healthcare, technology, and cosmetics manufacturing.
- Knowledge and experience collaborating with Global Banking, Global Markets, Investment Banking, and Asset Management from a wealth management perspective would be advantageous.
- A solid understanding of financial markets and regulatory frameworks in Hong Kong and China.
- Business management experience with an emphasis on risk management and process knowledge in Wealth Management is considered a plus.
- Cultural competence in understanding the values and investment interests of clients from Hong Kong and China who bank with us in Switzerland.
- A strong academic background in Business Administration or Finance, with both a Bachelor's and an MBA degree being highly regarded.
Apply online using the form below. Please note that only applications matching the job profile will be considered.