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 (UHNWI)? Are you a proven risk manager? We’re looking for a Wealth Management client advisor in Zurich, Switzerland, to cover the North Asian region. Your key responsibilities include: * building, establishing, and growing your client relationships * providing trusted advice to clients in collaboration with colleagues in investment products and solutions teams * developing a plan to grow the client book with measurable outcomes * maintaining accurate and up-to-date records of client investor profiles * taking a strategic view of clients’ investments and closely monitoring their portfolio quality * complying with all regulations, policies, and standards to align with our risk management culture

Your expertise

* Proven talent for client acquisition and a passionate networker in the ultra-high-net-worth (UHNW) sector * Extensive network of entrepreneurs * Experience in relationship management * Solid understanding of financial markets * Ability to build a strong client network * Resilient team player with a genuine commitment to service * Aptitude for digital transformation and technology * Excellent communication skills in English

We offer

We are a leading global wealth manager and the leading universal bank in Switzerland. We offer a wide range of asset management solutions and specialized investment banking capabilities. We know that great work is never done alone. That is why we prioritize collaboration. We recognize that our employees, with their diverse skills, experiences, and backgrounds, drive our continued success. We are committed to our craft and put our employees first, offering new challenges, a supportive team, opportunities for growth, and flexible working conditions whenever possible. Our inclusive culture brings out the best in our employees, wherever they are on their career paths. We use artificial intelligence (AI) to work smarter and more efficiently. We recognize that great work is never done alone. That is why collaboration is at the heart of everything we do. Because together, we are more than we are on our own.