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 will include:

• Build, establish, and expand client relationships
• Provide trusted advice to clients in collaboration with colleagues on the investment product and solutions teams
• Have 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
• Comply with all regulations, guidelines, and standards to uphold our risk management culture.

Your expertise

• A proven talent in business development and a passionate networker in the UHNWI sector
• Extensive network of entrepreneurs
• Experience in relationship management
• Firm grip on financial markets
• Ability to build a strong client network
• A reliable team player with a strong commitment to customer service
• Strong aptitude for digitalization and technology
• Excellent communicator in English

We offer

We know that great work is never done alone. That’s why we put collaboration at the heart of everything we do. We are an inclusive employer that values our employees for their diverse skills, experiences, and backgrounds. We offer new challenges, a supportive team, opportunities for growth, and flexible working conditions whenever possible. Our culture brings out the best in our employees, no matter where they are in their careers. We use artificial intelligence (AI) to work smarter and more efficiently. We 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.