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 a proven 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 reliable advice to clients in collaboration with colleagues on the investment products and solutions teams
• Develop the client portfolio with measurable results
• maintain accurate and up-to-date records of clients' investor profiles
• have a strategic view 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

• proven experience in relationship management
• extensive network of Chinese businesspeople
• solid understanding of financial markets
• Ability to build strong client networks
• A resilient team player who can handle pressure
• A knack for digitalization and technology
• Excellent communication skills in Mandarin

We offer

We offer you the opportunity to work in an established wealth management team serving high-net-worth individuals and families across the Chinese market. We focus on managing, preserving, and growing our clients’ wealth while fostering personal development. As a Client Advisor, you play a key role in helping us maintain our position as a global leader in wealth management. We provide a supportive environment, flexible working conditions, and opportunities for professional growth. Our inclusive culture brings out the best in our employees, regardless of their career stage. We use artificial intelligence (AI) to work more efficiently and intelligently. We are also committed to an inclusive culture and promote diversity within our team.