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Senior Client Advisor in Beijing or Shanghai – deliver world‑class wealth management solutions.
Lead client acquisition, build trust, use AI insights to enhance service – competitive salary & growth.
Your role
Are you a passionate sales person keen to deliver world class wealth management solutions to clients? In this role you will be able to
- Be responsible for acquisition and successful maintenance of trust and long-term client relationships
- Identify prospects within the relevant market and use in-depth market knowledge for the purpose of systematic acquisition of new clients
- Deliver the value proposition within the principles of the business model and actively implement. Applying the 4-step-advisory-process (FASE) for clients and to create added value for both the client and the Bank through the sales of the optimal product mix
- Follow processes, guidelines and best practices according to legal / compliance and risk control principles requirements as well as sales efficiency standards
- Work in full compliance with UBS China L&C requirements, implement development strategy of UBS China comprehensively and effectively and achieve business target
- Offer clients comprehensive wealth management services and account maintenance services
- Build up and maintain long-term mutual trust with external and internal clients; effectively leverage resources to expand client group and improve client quality
- Strictly follow Code of Conduct of UBS employees and accelerate in a prompt manner any issues which could impair capital strength or reputation of UBS
- Complete training required by UBS and enhance business capability in a timely manner
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.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
You will be working with an inclusive team. UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.
Your expertise
- Years of professional experience successfully advising High Net Worth Clients
- Educational qualifications (University degree or other recognized qualifications in economy/finance/banking related majors)
- Proven track record in acquisition success and extensive product and investment knowledge
- Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
- Fluency in Chinese and English mandatory
As a Client Advisor you need to have the desire to build your portfolio of clients using the resources and expertise of UBS's platforms, products and services and global networks. Motivation to succeed with a self‑started can do attitude will be essential
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.
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 ubs.com/careers .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .