Client Advisor

Your role

Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Do you have a strong network of Asian entrepreneurs and ultra-high-net-worth individuals (UHNWIs)? Are you an experienced risk manager? We are seeking a Wealth Management Client Advisor in Zurich, Switzerland, to cover the North Asian region. Your primary responsibilities include: * Building, establishing, and growing your client relationships * Providing trusted advice to clients in collaboration with colleagues on the investment product 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 * Complying with all regulations, guidelines, and standards to support our risk management culture

Your expertise

* Proven talent for business development and a passionate networker in the UHNWI sector * Extensive network of entrepreneurs * Experience in relationship management * Strong understanding of financial markets * Ability to build a robust client network * Resilient team player with a genuine commitment to service * Proficiency in digitalization and technology * Excellent communication skills in English

We offer

* A supportive environment where you can grow and develop * Flexible working conditions, where possible * An inclusive culture that brings out the best in our employees * A wide range of challenges and opportunities for professional growth * A culture that fosters collaboration and teamwork