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:

• Development, establishment, and growth of customer relationships
• Providing reliable advisory services 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 support our risk management culture

Your career

We provide our employees with training and ongoing professional development to better serve our customers and establish ourselves as a global market leader.

Your expertise

We are looking for:

• A proven sales talent and passionate entrepreneur in the UHNW sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A Solid Understanding of Financial Markets
• Ability to build strong customer relationships
• Ability to handle pressure, teamwork skills, and a genuine commitment to customer service
• Strong expertise in digitalization and technology
• Excellent communication skills in English

We offer

We offer our employees:

• New challenges
• A supportive team
• Opportunities for further development
• Flexible working conditions, if possible
• An inclusive culture that brings out the best in our employees