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 looking for a Wealth Management Client Advisor in Zurich, Switzerland, to cover the North Asian region. Your main responsibilities will include:

• Build, establish, and expand client relationships
• Provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
• Develop 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 ultra-high-net-worth sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A Solid Understanding of Financial Markets
• Ability to build a strong client network
• A reliable team player with a strong commitment to customer service
• Strong expertise in digitalization and technology
• Excellent communicator in English

We offer

We offer a challenging and supportive environment where you can put your skills and experience to work. We are an inclusive employer that values the diversity and individual strengths of our employees. We offer flexible working conditions, opportunities for professional development, and a supportive team culture. We use artificial intelligence (AI) to work more efficiently and intelligently. We are also committed to an inclusive culture and support our employees in their career development.