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 expertise

We are looking for:

• A proven sales talent and passionate entrepreneur in the UHNW 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
• Readiness for 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 use. We are an inclusive employer that promotes diversity and equal opportunity. We offer flexible working conditions and opportunities for professional development. Our culture brings out the best in our employees, regardless of their career stage. We work together to achieve our goals and use artificial intelligence (AI) to work more efficiently.