Client Advisor / Client Advisress

Your Role

Are you a dynamic Client Advisor who excels at delivering an exceptional client experience? Do you have 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? Are you a proven risk manager?

We are seeking a Wealth Management Client Advisor in Zurich, Switzerland, to cover 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 in Zurich, Switzerland, with decades of experience covering both the Hong Kong and China markets.

We focus on managing, preserving, and growing our clients’ wealth while assisting them in planning for and managing succession. Our commitment to training and continuous education empowers our employees to better serve our clients and promotes personal development.

As a Client Advisor, you'll play a pivotal role in helping us maintain our status as a global leader in wealth management.

Your Expertise

• Over 15 years of proven experience in wealth management from leading private banks, specifically covering the Hong Kong and China markets.
• Strong Mandarin and Cantonese language skills (ideally at a native level) relevant to sophisticated and complex financial advisory.
• Extensive network among Hong Kong and Chinese entrepreneurs, business owners of listed companies and private equity firms, U/HNWIs, and Next-Gen clients across 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 would be advantageous.
• Solid understanding of financial markets and regulatory frameworks within 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 Hong Kong and China banking 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 our people, with their diverse skills, experiences, and backgrounds, are key to our ongoing success. We are dedicated to our craft, passionate about prioritizing our employees, and provide opportunities for new challenges, a supportive team environment, and growth with flexible working options wherever possible.

Our inclusive culture helps bring out the best in our employees, regardless of where they are in their career journeys. We harness artificial intelligence (AI) to work smarter and more efficiently. Collaboration is central to our ethos—together, we achieve more.

We are also committed to disability inclusion, and if you require reasonable accommodations during our recruitment process, please do not hesitate to reach out to us.

Application Process

Apply online using the form below. Please note that 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.