Client Advisor

Your role

We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, to cover Northern Asia. Your main responsibilities will include:

• Development, establishment, and growth of customer relationships
• Providing reliable advisory services 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
• Compliance with all regulations, guidelines, and standards to uphold our risk management culture

Your career

Although we are culturally diverse, we share the same passion: focusing on the management, preservation, and growth of our clients’ wealth, and helping them plan and manage their estate. We provide our employees with training and ongoing professional development to better serve our clients and maintain our position as a global leader in wealth management.

Your expertise

• A proven sales talent and passionate entrepreneur 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 customer network
• A reliable team player with a strong commitment to customer service
• Strong expertise in digitalization and technology
• Excellent communication skills in English

We offer

We provide our employees with a supportive environment in which to develop their careers and enhance their skills. We are a global leader in wealth management and offer our employees the opportunity to be part of a successful team. We recognize that great work is never done alone. That is why we place collaboration at the center of everything we do. We are also committed to an inclusive culture that brings out the best in our employees, regardless of their stage in their careers. We use artificial intelligence (AI) to work more efficiently and intelligently.