Client Advisor

Your role

We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, to cover the Asian market, ideally the Singapore market. Your main responsibilities will include:

• Building, establishing, and growing client relationships in the ultra-high-net-worth individuals (UHNWI) segment
• 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 networker in the UHNW/HNW sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A firm grip on the financial markets
• Ability to build a strong customer network
• A resilient team player with a genuine commitment to customer service
• A strong affinity for digitalization and technology
• Excellent communication skills in English

We offer

We offer you the opportunity to work within an established team serving ultra-high-net-worth and high-net-worth clients across the Asian market. We are committed to managing, retaining, and continuously developing our employees to better serve our clients. We also offer you the chance to develop your skills and knowledge while growing within a global company.