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? Are you well connected with 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 be:

• Build, establish, and develop relationships with customers
• Provide trustworthy advice to clients in collaboration with colleagues in the investment products and solutions teams.
• Developing the customer book with measurable results
• Maintain accurate and up-to-date records of customer investor profiles
• Take 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

• Experience in relationship management
• Extensive network of Chinese entrepreneurs
• Solid knowledge of financial markets
• Ability to build strong customer relationships
• Resilient team player who can handle pressure
• Digitalization and technology skills
• Excellent communication skills in Mandarin

What we offer

We offer a challenging and supportive environment where you can use your skills and experience to support our clients. We are a global leader in wealth management and offer a variety of opportunities to advance your career. We value collaboration and inclusion and offer flexible working conditions where possible. Our culture brings out the best in our employees, wherever they are in their career path.