Job offer
Client Advisor
We are looking for a Client Advisor in Geneva or Zurich to build and maintain relationships with high-net-worth individuals in Southeast Asia and Japan. The ideal candidate has experience in relationship management, a strong network, and a solid background in finance.
Your role
Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, business development, and sales? Do you have a strong network of Southeast Asian (Singapore, Thailand, Malaysia, Indonesia) and Japanese entrepreneurs and high-net-worth individuals? Are you an experienced risk manager? Your key responsibilities include: * Building, establishing, and growing client relationships * Providing trusted advisory services to clients in collaboration with colleagues on the investment products and solutions teams * Developing a plan to grow the client portfolio with measurable results * Maintaining accurate and up-to-date records of client investment profiles * Strategically reviewing clients’ investments and closely monitoring the quality of their portfoliosYour expertise
* Experience in relationship management * An existing network of high-net-worth individuals * A bachelor’s or master’s degree in finance * A strong understanding of global and Asian financial markets * The ability to build a strong client network * A resilient team player with a high degree of flexibility * A strong affinity for and aptitude in digital transformation * Excellent communication skills in English (at a minimum)We offer
* A well-established work environment in Zurich or Geneva, Switzerland * A wide range of training and development opportunities * A key role on our team to help us maintain our position as a global market leader * An inclusive culture that celebrates diversity and values the unique skills and experiences of our employees * Flexible working arrangements, where possible * Support for people with disabilities and an inclusive work environmentJob details