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 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 review of client investments and close monitoring of portfolio quality
• Compliance with all regulations, guidelines, and standards to ensure alignment with our risk management culture

Your career

We provide our employees with training and ongoing professional development to better serve our customers.

Your expertise

• A proven talent in business development and a passionate relationship manager in the ultra-high-net-worth sector
• Extensive network of entrepreneurs
• Experience in relationship management
• A Solid Understanding of Financial Markets
• Ability to build strong customer relationships
• A reliable team player with a strong 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 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.