Client Advisor, HK/China Team, APAC Switzerland WM in Zurich at UBS Group AG
UBS Group AG · Zurich, Switzerland · Onsite
- Senior
- Office in Zurich
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
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
City
Zürich
Job Type
Full Time
Country / State
Switzerland - Zürich
Function Category
Client advisory / Relationship management
Join us
At UBS, we embrace flexible ways of working when the role allows. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in an agile way to meet all our business needs.
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.
Are you ready to be part of #teamUBS and make an impact?
From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves.
Are you ready to be part of #teamUBS and make an impact?
Contact Details
UBS Business Solutions SA
UBS Recruiting
UBS Recruiting
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.
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.
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 8-10 years 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, in high-growth and key industries, especially in technology, healthcare, pharmaceutical, venture capital, etc. Exclusive connections to art collectors in Hong Kong and China with experience in art advisory would be highly regarded.
• 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 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, in high-growth and key industries, especially in technology, healthcare, pharmaceutical, venture capital, etc. Exclusive connections to art collectors in Hong Kong and China with experience in art advisory would be highly regarded.
• 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.
About us
UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback.
