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 grow 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 the portfolio
• Compliance with all regulations, guidelines, and standards to ensure alignment with our risk management culture

Your career

We offer our employees training and ongoing professional development so that we can better serve our customers.

Your expertise

We are looking for:

• A proven sales talent and passionate networker 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 resilient team player with a genuine commitment to customer service
• Readiness for Digitalization and Technology
• Excellent communicator in English

We offer

We offer our employees new challenges, a supportive team, opportunities for growth, and flexible working conditions whenever possible. Our inclusive culture brings out the best in our employees, regardless of their career stage. We use artificial intelligence (AI) to work smarter and more efficiently. We are also committed to disability inclusion and provide reasonable accommodations during our recruitment process as needed.