Client Advisor

Your role

Are you a dynamic relationship manager who delivers 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? We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, to cover the Chinese market. Your main responsibilities will include:

• Build, establish, and expand client relationships
• Provide trusted advice to clients in collaboration with colleagues on the investment product and solutions teams
• Developing a client portfolio with measurable results
• Maintain accurate and up-to-date records of client investment profiles
• Maintain a strategic overview of clients' investments and closely monitor the quality of their portfolios
• Comply with all regulations, guidelines, and standards to uphold our risk management culture

Your expertise

• Experience in relationship management
• Extensive network of Chinese entrepreneurs and families
• Solid knowledge of financial markets and investment products
• Ability to build a strong client network
• A resilient team player who can handle pressure
• Digitalization and Technology Capabilities
• 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 arrangements whenever possible and an inclusive culture that brings out the best in our employees. We use artificial intelligence (AI) to work more efficiently. We are also committed to the inclusion of people with disabilities and offer support throughout the application process.