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 trusted advice to clients in collaboration with colleagues in 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 * Taking a strategic view of clients’ investments and closely monitoring portfolio quality

Your team

You will be 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 focused on succession planning. We encourage job rotation and flexibility. 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 * 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 flexible mindset * A 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 prioritize collaboration. As a global market leader, we offer our employees new challenges, a supportive team, opportunities for professional growth, and flexible working conditions whenever possible. Our inclusive culture brings out the best in our employees, regardless of where they are in their careers. We use artificial intelligence (AI) to work more efficiently and smartly. We are also committed to an inclusive culture and promote diversity within our team.