Client Advisor / Client Advisress

Join Our High-Net-Worth/Ultra-High-Net-Worth Team

We invite you to become a part of our distinguished High-Net-Worth Individual (HNWI) / Ultra-High-Net-Worth Individual (UHNWI) team, situated in Zurich, Switzerland. Our team boasts decades of experience, focusing on the Hong Kong and China markets.

At our firm, we are dedicated to managing, preserving, and growing our clients’ wealth while assisting them in successful succession planning. We prioritize the continuous education and professional development of our employees, empowering them to better serve our clients.

Your Role as a Client Advisor

In your role as a Client Advisor, you will be instrumental in growing and maintaining our reputation as a global leader in wealth management.

Your Expertise

• At least 15 years of proven experience and a successful track record in wealth management, acquired from leading private banks, with a focus on the Hong Kong and China markets.
• Highly proficient in Mandarin and Cantonese (preferably at a native level) for sophisticated financial advisory contexts.
• An extensive network of entrepreneurs, business owners of listed companies, private equity firms, U/HNWIs, and Next-Gen clients across Hong Kong, China, Taiwan, and Canada, particularly in key industries such as hospitality, real estate development, healthcare, technology, and cosmetics manufacturing.
• 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 will be advantageous.
• A solid understanding of financial markets and regulatory frameworks within Hong Kong and China.
• Business management experience, especially with enhanced risk management and process knowledge in Wealth Management, is considered a plus.
• Cultural competence in understanding the values and investment interests of clients from the Hong Kong and China markets who choose UBS in Switzerland.
• A strong educational background, ideally holding both a Bachelor's degree and an MBA in Business Administration or Finance.

Apply online using the form below. Please note that only applications matching the job profile will be considered.