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Client Advisor, HK/China Team, APAC Switzerland WM in Zurich
vor 39 Minuten
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 are:
- 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
Job Type
Full Time
Job Reference #
329414BR
City
Zürich
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 multi-decades of track record.
We focus on managing, preserving and growing our clients' wealth, and helping our clients plan for and manage succession.
We provide our employees with training and continuous education to better serve our clients to 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 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, etc.
- 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
About Us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit
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. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
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.
