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, 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? We are seeking a Wealth Management Client Advisor in Zurich or Geneva, Switzerland, to cover the Southeast Asian (SEA) region and Japan. Your primary responsibilities will include:

• Build, establish, and expand client relationships
• Trusted advice for clients in collaboration with colleagues on the investment products and solutions teams
• Develop a plan to grow the client portfolio with measurable results
• Maintain accurate and up-to-date records of client investment profiles
• Maintain a strategic overview of clients' investments and closely monitor the quality of their portfolios

Your team

You will be working as part of an established team with offices in both Zurich and Geneva. We provide training to our employees to help us maintain our position as a global market leader in our field.

Your expertise

• Experience in relationship management
• Existing network of high-net-worth individuals
• Bachelor's or master's degree in finance
• Proficiency in Global Asian Finance
• Ability to build a strong client network
• A reliable team player with a high degree of flexibility
• High affinity and aptitude for digitalization
• Excellent communication skills in English

We offer

We know that great work is never done alone. That’s why we believe in collaboration. We recognize that our employees, with their diverse skills, experiences, and backgrounds, are the driving force behind our continued success. We are committed to our craft and put our employees first, offering new challenges, a supportive team, opportunities for growth, and flexible work options whenever possible. Our inclusive culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work more efficiently and intelligently. 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 are more than the sum of our parts.