Client Advisor

Your role

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

• 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
• Updating and maintaining 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 UHNWI/HNW 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 resilient team player and truly synergistic
• Strong expertise in digitalization and technology
• Excellent communicator in English

We offer

We offer you the opportunity to work as part of 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 maintain our leadership position in wealth management. We offer an inclusive culture, flexible working conditions, and opportunities for professional growth.