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 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 expertise

• Experience in relationship management
• Existing network of high-net-worth individuals
• A bachelor's or master's degree in finance
• A solid understanding of global and Asian financial markets
• Ability to build a strong client network
• A resilient team player with a high degree of flexibility
• High affinity and aptitude for digitalization
• Excellent communication skills in English at a native level

We offer

We provide our employees with training opportunities and the chance to play a leading role in driving our global success. Our inclusive culture brings out the best in our employees, regardless of their career stage. We use artificial intelligence (AI) to work more efficiently and intelligently. We are also committed to disability inclusion and offer reasonable accommodations and support during our recruitment process as needed.