Client Advisor

Your role

We are looking for a dynamic Relationship Manager who can deliver 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 an experienced risk manager? Your main responsibilities will include:

• Build, establish, and expand client relationships
• Provide trusted advice to clients in collaboration with colleagues on the investment product and solutions teams
• Developing a 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

• Demonstrate experience in relationship management
• Extensive network of Chinese entrepreneurs
• A solid understanding of financial markets
• Ability to build strong client networks
• A resilient team player who can handle pressure
• Strong aptitude for digitalization and technology
• Excellent communication skills in Mandarin

We offer

We offer you the opportunity to work in an established wealth management team with a proven track record of serving high-net-worth and ultra-high-net-worth clients in China. We focus on managing, preserving, and growing our clients’ wealth while fostering personal development. As a Client Advisor, you play a key role in helping us maintain our position as a global leader in wealth management. We offer flexible working conditions, new challenges, a supportive team, opportunities for professional growth, and cultural diversity. Our inclusive culture brings out the best in our employees, regardless of their career stage. We use artificial intelligence (AI) to work more efficiently and intelligently.