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: * Building, establishing, and growing client relationships * Providing trustworthy advice to clients in collaboration with colleagues on the investment products and solutions teams * Developing a plan to grow the client’s portfolio with measurable results * Maintaining accurate and up-to-date records of client investment profiles * Taking a strategic view of clients’ investments and closely monitoring the quality of their portfolios

Your team

You will work as part of an established team with offices in both Zurich and Geneva. We offer our employees training opportunities and clear career prospects. Your team is looking to identify a successor. We foster a collaborative environment; as a Client Advisor, you will play a key role in helping us maintain our position as a global market leader.

Your expertise

* Experience in relationship management * Existing network of high-net-worth individuals * Bachelor’s or master’s degree in finance * Good understanding of global and Asian financial markets * Ability to build a strong client network * Resilient team player with a high degree of flexibility * Strong affinity for and aptitude in digital transformation * Excellent communication skills in English (at a minimum)

We offer

We know that great work is never done alone. That’s why we focus on collaboration. We are a leading global wealth manager and the leading universal bank in Switzerland. We offer a wide range of asset management solutions and specialized investment banking capabilities. We operate in over 50 markets around the world. We recognize that our employees—with their diverse skills, experiences, and backgrounds—drive our continued success. We are committed to our craft and passionate about putting our employees first, providing them with new challenges, a supportive team, opportunities for growth, and flexible working conditions whenever possible. Our inclusive culture brings out the best in our employees, no matter where they are on their career paths. 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 are more than the sum of our parts.