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
• 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 ensure alignment with our risk management culture

Your expertise

We are looking for:

• 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 reliable team player with a strong commitment to customer service
• Strong expertise in digitalization and technology
• Excellent communicator in English

We offer

We offer a challenging and supportive environment where you can put your skills and experience to work. We are an inclusive employer that values the diversity and unique skills and experiences of our employees. We offer flexible working conditions, opportunities for professional development, and a supportive team environment.