Client Advisor, WM APAC Switzerland, China Team in Zurich

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Chinese entrepreneurs and 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 the China market. Your key responsibilities are:

• build, establish and grow client relationships
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• develop the client book with measurable outcomes
• keep accurate and up-to-date records on client investor profiles
• take a strategic view of clients’ investments and closely monitor their portfolio quality
• comply with all regulations, policies and standards to be in line with our risk management culture You’ll be working in a well-established High Net Worth (HNW) team covering China, in Zurich, with multi decades of track record. We’re focused on managing, preserving and growing our clients’ wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you’ll play an important role in helping us stay a global leader in wealth management.
• proven experience in relationship management, asset gathering and investments, ideally 5 years+ working in a client-facing role in China market
• extensive network to Chinese entrepreneurs and High Net Worth individuals and families
• firm grasp of financial markets and regulatory frameworks in China
• ability to build strong client networks, with an entrepreneurial mind-set
• resilient team player to cope with pressure
• aptitude for digitization and technology
• excellent communicator in Mandarin to support local client base
• You’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use 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 ubs.com/careers .