Client Advisor

Your role

Are you a passionate relationship manager who delivers 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 a proven risk manager? We are looking for a Wealth Management client advisor in Zurich, Switzerland, to cover the Asian region, ideally with a focus on the Singaporean market. Your main responsibilities will include:

• Build, establish, and grow your client relationships within the ultra-high-net-worth individual (UHNWI) segment
• provide trusted advice to clients in collaboration with colleagues on the investment products and solutions teams
• have a plan to expand the client base with measurable results
• maintain accurate and up-to-date records of client investor profiles
• take a strategic view of clients' investments and closely monitor the quality of their portfolios
• comply with all regulations, policies, and standards to align with our risk management culture

Your expertise

• a proven talent in client acquisition and a passionate networker within the UHNW/HNW sector
• extensive network of entrepreneurs
• experience in relationship management
• a solid understanding of financial markets and
• ability to build a strong client network
• a resilient team player and genuinely sincere
• aptitude for digitization and technology
• excellent communicator in English

We offer

We offer you the opportunity to work within an established Ultra High Net Worth and High Net Worth team based in Zurich that serves clients across Asia, with decades of experience. We focus on management, retention, and ongoing training to better serve our clients and establish ourselves as a global leader in wealth management. We also offer flexible working conditions, where possible, and a supportive environment to help advance your career.