Client Advisor

Your role

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

• Building, establishing, and expanding customer relationships
• Providing reliable advice to clients in collaboration with colleagues on the investment products and solutions teams
• Develop a plan to expand the customer base with measurable results
• Maintaining accurate and up-to-date records of clients' investor profiles
• Taking a strategic view of clients' investments and closely monitoring the quality of their portfolios
• Compliance with all regulations, guidelines, and standards to ensure alignment with our risk management culture

Your career

We are looking for a candidate who:

• a proven sales talent and passionate entrepreneur in the ultra-high-net-worth sector
• extensive network of entrepreneurs
• Experience in relationship management
• a firm grip on the financial markets and
• Ability to build a strong customer network
• A resilient team player with a genuine commitment to customer service
• Readiness for Digitalization and Technology
• Excellent communicator in English

We offer

We offer you:

• New challenges
• a supportive team
• Opportunities for growth
• flexible working conditions, if possible

We are an inclusive employer and promote diversity within our team. We recognize that great work is never done alone, which is why we value collaboration.