Client Advisor

Your role

We are looking for a passionate 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 Asian entrepreneurs and ultra-high-net-worth individuals (UHNWIs)? Are you an experienced risk manager? Your main responsibilities will include:

• Building, establishing, and growing client relationships in the UHNWI segment
• Providing reliable advice to clients in collaboration with colleagues on the Investment Products and Solutions teams
• Development of a plan to expand the client portfolio with measurable results
• Updating and maintaining client investment profiles
• Strategic review of clients' investments and close monitoring of portfolio quality
• Compliance with all regulations, guidelines, and standards to support our risk management culture

Your expertise

We are looking for:

• A proven talent in client acquisition and a passionate networker in the ultra-high-net-worth segment
• Extensive network of entrepreneurs
• Experience in relationship management
• Solid knowledge of financial markets
• Ability to build strong client networks
• A resilient team player who is supportive
• Strong expertise in digitalization and technology
• Excellent communication skills in English

We offer

We offer you the opportunity to work as part of an established team serving ultra-high-net-worth and high-net-worth clients across Asia, with a proven track record spanning several years. We focus on management, retention, and ongoing training to better support our employees and strengthen our position as a global leader in wealth management. We offer an inclusive culture, flexible working conditions, and opportunities for professional development.