Client Advisor

Your role

We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, to cover the Asian market, ideally the Singapore market. Your main responsibilities will include:

• Building, establishing, and growing client relationships in the ultra-high-net-worth individuals (UHNWI) segment
• Providing reliable advice to clients in collaboration with colleagues on the investment products and solutions teams
• Development of a plan to grow the customer base with measurable results
• Keep more accurate and up-to-date records of clients' investor profiles
• Strategic analysis of clients' investments and close monitoring of the quality of their portfolios

Your team

You will be part of an established team focused on administration, maintenance, and ongoing training to better serve our wealth management clients. We work in a multicultural Asian environment. Although we are diverse, we share a common goal: to provide the best possible advice and solutions for our clients.

Your expertise

We are looking for someone with:

• A proven sales talent and passionate networker in the UHNWI sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A firm grasp of financial markets and products
• Ability to build a strong customer network
• A resilient team player with a genuine commitment to customer service
• Strong expertise in digitalization and technology
• Excellent communicator in English and an Asian language

We offer

We offer a supportive environment where you can grow and develop. We are an inclusive employer that values the diversity, 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 fostering an inclusive culture that brings out the best in our employees, regardless of their career stage.