Client Advisor, Wealth Management APAC Switzerland, UHNWI Team

Tasks

• Building, establishing, and expanding your client relationships in the UHNWI (Ultra High Net Worth Individuals) segment
• Advising clients in collaboration with colleagues from the Investment Products and Solutions departments
• Customer Focus with Measurable Results

Requirements

• Proven talent for business development and a passionate networker in the UHNWI market
• Extensive network of entrepreneurs and high-net-worth individuals in Asia, ideally in the Singapore market
• Experience in relationship management, wealth planning, and investments; ideally 10+ years in a client-focused role
• A solid understanding of financial markets and the ability to build a strong client network
• A resilient team player with a genuine desire to build a diverse culture of success
• An affinity for digitalization and technology
• Excellent communication skills in English, with at least a solid command of both written and spoken English
• Curiosity about how our policies, risk standards, and ethical conduct underpin everything we do and every customer interaction

We offer

• Work as part of an established team focused on managing, preserving, and building wealth
• Training and Flexible Options
• New challenges, a supportive team, opportunities for personal growth, and flexible options whenever possible
• An inclusive culture that brings out the best in our employees, regardless of their career paths
• Using artificial intelligence (AI) to work smarter and more efficiently
• Collaboration is at the heart of our work
• Reasonable accommodations for candidates with disabilities during the recruitment process