Client Advisor

Job description

Client Advisor, Switzerland – Zurich Client Advisory / Relationship Management Global Wealth Management

Job reference and details

• Job reference: 332770BR
• Job type: Full-time
• City: Zurich

Your role

Are you a passionate relationship manager who delivers an exceptional customer experience? Do you have a strong track record in customer consulting and sales? Are you well connected with Asian entrepreneurs and ultra-high-net-worth individuals (UHNWIs)? Are you a proven risk manager?

Main tasks

• Development, establishment, and growth of customer relationships
• Provide trusted advice to clients in collaboration with colleagues in the investment products and solutions teams
• Developing a plan to expand the customer base with measurable results
• Maintaining accurate and up-to-date records of client-investor profiles
• Strategic view of client investments and close monitoring of portfolio quality
• Compliance with all regulations, policies and standards to align with our risk management culture

Your expertise

• Proven acquisition talent and passionate networker in the UHNW sector
• Extensive network of entrepreneurs
• Experience in relationship management
• Solid knowledge of financial markets
• Ability to build a strong customer network
• Resilient team player and truly service-oriented
• Aptitude for digitalization and technology
• Excellent communication skills in English

We offer

• New challenges
• A supportive team
• Opportunities for growth
• Flexible working options, if possible
• An inclusive culture that brings out the best in our employees
• Use of artificial intelligence (AI) to work smarter and more efficiently