Client Advisor / Client Advisress

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, Ultra-High Net-Worth Individuals, and families? Do you excel in risk management?

We are seeking a Wealth Management Client Advisor in Zurich, Switzerland, focusing on 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 working in a well-established High-Net-Worth Individual (HNWI)/ Ultra-High-Net-Worth Individual (UHNWI) team covering both the Hong Kong and China markets in Zurich, Switzerland, backed by decades of experience.

Our focus is on managing, preserving, and growing our clients’ wealth, as well as assisting them in planning for and managing succession.

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

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

Your Expertise

• Over 15 years of proven experience in wealth management from leading private banks, focusing on both the Hong Kong and China markets.
• Highly competent Mandarin and Cantonese language skills (ideally at a native level) in the context of sophisticated and complex financial advisory.
• 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, 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—this is 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 clients from both the Hong Kong and China markets 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 understand that it is our people—with their diverse skills, experiences, and backgrounds—who 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 when possible. Our inclusive culture nurtures the best in our employees, regardless of their career journey. We leverage artificial intelligence (AI) to work smarter and more efficiently, recognizing that great work is rarely done alone. That’s why collaboration is at the heart of everything we do; together, we are more than ourselves.

We are committed to disability inclusion, and if you require reasonable accommodations throughout our recruitment process, please reach out to us.

Apply Online

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