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 and sales? Do you have a strong network of 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, to cover the Chinese market. Your main 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 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

• Proven expertise in relationship management
• Extensive network of Chinese entrepreneurs
• A firm grip on the financial markets and
• Ability to build a strong client network
• A resilient team player who can handle pressure
• Readiness for Digitalization and Technology
• Excellent communicator in Mandarin

We offer

We offer you the opportunity to be part of an established wealth management team that serves the Chinese market. As a Client Advisor, you will play a key role in helping us maintain our position as a global leader in wealth management. We offer a supportive environment where you can use your skills and experience to advance your career. We are an inclusive employer that values the diversity and individual skills and experiences of our employees. We offer flexible working arrangements whenever possible and use artificial intelligence (AI) to work more efficiently. We are also committed to an inclusive culture and provide support for people with disabilities.