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 a proven risk manager? We are looking for a Wealth Management client advisor in Zurich, Switzerland, to cover the North Asian region. Your key responsibilities include:

• Build, establish, and grow your client relationships
• provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
• have a plan to expand the client base with measurable results
• maintain accurate and up-to-date records of client investor profiles
• take a strategic view of clients’ investments and closely monitor the quality of their portfolios
• comply with all regulations, policies, and standards to align with our risk management culture

Your expertise

• a proven talent in acquisitions and a passionate networker in the ultra-high-net-worth sector
• extensive network of entrepreneurs
• experience in relationship management
• a solid understanding of financial markets and
• ability to build a strong client network
• resilient team player and truly service-oriented
• aptitude for digitization and technology
• an excellent communicator in English as well as in one other language

We offer

We offer you a challenging and varied role at an established company. We are a team that works together to achieve our goals. We offer flexible working conditions and opportunities for professional development. Our inclusive culture brings out the best in our employees, regardless of where they are in their careers. We use artificial intelligence (AI) to work more efficiently. We are also committed to the inclusion of people with disabilities and offer support throughout the application process.