Client Advisor

Your role

Are you a passionate 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 Asian entrepreneurs and ultra-high-net-worth individuals (UHNWIs)? Are you an experienced risk manager? We are looking for a Wealth Management Client Advisor in Zurich, Switzerland, to cover the Asian market. Ideally with a focus on the Singaporean market. Your main responsibilities are:

• Build, establish, and expand client relationships in the UHNHI segment
• Provide trusted advice to clients in collaboration with colleagues on the investment product and solutions teams
• Develop a plan to grow the 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 align with our risk management culture

Your expertise

• A proven talent in business development and a passionate networker in the UHNHI sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A firm grip on the financial markets
• Ability to build a strong client network
• A reliable team player who is truly supportive
• Strong expertise in digitalization and technology
• Excellent communicator in English

We offer

We offer you the opportunity to work within an established Ultra High Net Worth and High Net Worth team based in Zurich that serves clients across Asia, with decades of experience. We focus on management, retention, and ongoing training to better serve our clients and establish ourselves as a global leader in wealth management. We operate in a multicultural Asian business environment and are committed to success.