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 a proven 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 develop relationships with customers
• Provide reliable advice to clients in collaboration with colleagues on the investment products and solutions teams
• Developing the customer book with measurable results
• Maintain accurate and up-to-date records of customer investor profiles
• Maintain a strategic view 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
• Ability to build strong customer relationships
• A resilient team player who can handle pressure
• Strong expertise in digitalization and technology
• Excellent communication skills in Mandarin

We offer

We offer you a challenging role in an established wealth management business that serves Chinese high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). 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, opportunities for growth, and flexible working conditions where possible. Our inclusive culture brings out the best in our employees, no matter where they are in their career journey.