Client Advisor

Your role

We are looking for a dynamic 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 Chinese entrepreneurs and high-net-worth individuals and families? Are you an experienced risk manager? Our position as a Wealth Management Client Advisor in Zurich, Switzerland, covers the Chinese market. Your main responsibilities will include:

• Build, establish, and expand client relationships
• Trusted advice for clients in collaboration with colleagues on the investment products and solutions teams
• Develop a client portfolio with measurable results
• Maintain accurate and up-to-date records of client investment profiles
• A strategic view of clients' investments and close monitoring of portfolio quality
• Compliance with all regulations, guidelines, and standards to align with our risk management culture

Your expertise

• Proven expertise in relationship management
• Extensive network of Chinese entrepreneurs and families
• A solid understanding of financial markets and products
• Ability to build a strong client network
• A resilient team player who can handle pressure
• Aptitude for digitalization and technology
• Excellent communication skills in Mandarin

We offer

We offer a supportive environment where you can use your skills and experience to assist our clients. We are a team that works together to achieve our goals. We offer flexible working conditions whenever possible and an inclusive culture that promotes the diversity of our employees. We use artificial intelligence (AI) to work more efficiently. We are an equal-opportunity employer and respect the diversity of our employees.