Client Advisor

Job description

Client Advisor, Switzerland - Zurich Client Advisory / Relationship Management Global Wealth Management

Job reference and type

• Job reference: 332769BR
• Job type: Full-time

Your role

Are you a dynamic relationship manager who delivers an exceptional customer experience? Do you have a strong track record in customer advisory and sales? Are you well connected with Chinese entrepreneurs and high net worth individuals and families? Are you an experienced risk manager? We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, covering the Chinese market. Your main responsibilities will be:

• Development, establishment, and growth of customer relationships
• Provide trusted advice to clients in collaboration with colleagues in the investment products and solutions teams
• Development of the customer book with measurable results
• Maintaining accurate and up-to-date records of client-investor profiles
• Strategic view of client investments and close monitoring of portfolio quality
• Compliance with all regulations, policies and standards to align with our risk management culture

Your expertise

• Proven experience in relationship management
• Extensive network of Chinese entrepreneurs
• Solid understanding of financial markets
• Ability to build a strong customer network
• Resilient team players who can handle pressure
• Aptitude for digitalization and technology
• Excellent communicator in Mandarin

We offer

• New challenges
• A supportive team
• Opportunities for growth
• Flexible working options, if possible
• An inclusive culture that brings out the best in our employees
• Use of artificial intelligence (AI) to work smarter and more efficiently