Client Advisor

Your role

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Do you have strong connections with entrepreneurs and high-net-worth individuals in Southeast Asia (Singapore, Thailand, Malaysia, Indonesia) and Japan? Are you a proven risk manager? We are looking for a Wealth Management client advisor, based in Zurich or Geneva, Switzerland, covering the Southeast Asian (SEA) region and Japan. Your key responsibilities include:

• build, establish, and grow client relationships
• provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
• have a plan to expand the client base with measurable results
• maintain accurate and up-to-date records of client investor profiles
• take a strategic view of clients' investments and closely monitor the quality of their portfolios

Your expertise

• proven experience in relationship management
• existing network to high-net-worth individuals
• a Bachelor's or Master's degree in Finance
• a solid grasp of global Asian finance
• ability to build a strong client network
• a resilient team player and truly flexible
• a strong affinity for and aptitude in digital transformation
• Excellent communicator in English as well as in one or more of the following Southeast Asian languages: Indonesian, Thai, Malay, Japanese

We offer

We provide training to our employees to maintain our position as a global leader in our field. We are a team with offices in Zurich and Geneva. We offer flexible working arrangements whenever possible and use artificial intelligence (AI) to work more efficiently. Our inclusive culture brings out the best in our employees, regardless of their career stage. We are also committed to including people with disabilities and offer support throughout the application process.