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 within the UHNW1 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 support our risk management culture

Your expertise

We are looking for:

• A proven sales talent and passionate networker within the UHNW1 segment
• Extensive network of entrepreneurs
• Experience in customer relationship management
• A firm grip on the financial markets and
• Ability to build a strong customer network
• A resilient team player with genuine dedication
• Strong expertise in digitalization and technology
• Excellent communication skills in English

We offer

We offer you the opportunity to work in an established team serving ultra-high-net-worth and high-net-worth clients in Zurich, covering Asian markets. We provide comprehensive training and professional development to support our employees and establish ourselves as a global leader in wealth management. We also offer flexible working conditions, where possible, and an inclusive culture that brings out the best in our employees.