Your role

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 and with collaboration with Middle East 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

Your team

You'll be working in a well-established High Net Worth (HNW) team covering China and collaborating with Middle East markets, 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.

Your experience and skills

• proven experience in relationship management, asset gathering, investments, and in-depth knowledge of China market, and ideally Middle East Market, with approximately 10 years of banking experience as a Banker in China/ Middle East market
• cultural competence in understanding the values and investment interest for specific client group, i.e. China market clients that bank with UBS in Switzerland, and same for Middle East market ideally
• 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 mindset
• resilient team player to cope with pressure
• aptitude for digitization and technology
• Highly competent Mandarin language capability (ideally native level) in the context of sophisticated and complex financial advisory

Apply

Please apply directly via the Monster Apply button.

Rewards and benefits

Employee wellbeing is extremely important to us, and that's why we offer competitive benefits to all employees across the firm. Our benefits programs often go above and beyond legal requirements and cover:

• Physical wellbeing

  – Our benefits work to enhance employees' physical health and to protect against unforeseen events. A range of offerings, including insurance coverage and wellness programs, are available in all of our locations.

• Mental wellbeing

  – Employee Assistance Program offering support and counseling to employees and their immediate family as they go through life’s challenges; We teamed up with an external provider to promote mindfulness and support resiliency in managing stress; Generous time-off benefits, along with a variety of paid and unpaid leave options; Flexible working opportunities to fit your personal needs; Headspace app subscription.

• Financial wellbeing

  – We're an equal opportunity employer, committed to pay equity for all employees. We also understand how important retirement and financial planning are to employees, and that's why we provide comprehensive pension plans and an employee stock purchase plan.

• Social wellbeing

  – Through the UBS Optimus Foundation we drive impactful philanthropy that delivers real solutions for social needs. To complement this, we match employee charitable donations and provide paid leave for employees to volunteer their time on community and environmental initiatives, in addition to UBS-organized community events. In fact, our employees logged 177,003 volunteer hours in 2022.