Client Advisor

Ihre Rolle

Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to South East Asian (Singapore, Thailand, Malaysia, Indonesia) and Japan entrepreneurs and High Net Worth Individuals? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zurich or Geneva, Switzerland, covering the South East Asian (SEA) Region and Japan. Ihre Schlüsselverantwortungen sind:

• build, establish and grow client relationships
• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
• have a plan to develop the client book with measurable outcomes
• keep accurate and up-to-date records on client investor profiles
• take a strategic view of clients' investments and closely monitor their portfolio quality

Ihre Expertise

• proven experience in relationship management
• existing network to High Net Worth
• a Bachelor or Master degree in Finance
• firm grasp of Global Asian Finance
• ability to build strong client network
• resilient team player and truly flexible
• high affinity and aptitude for digitization
• excellent communicator in English as well as in one or several of the following SEA languages: Bahasa Indonesia, Thai, Malay, Japanese

Wir bieten

Wir bieten unseren Mitarbeitern Schulungen an, um uns als globaler Marktführer in unserem Bereich zu behaupten. Wir sind ein Team, das in Zurich und Geneva präsent ist. Wir bieten flexible Arbeitsbedingungen, wenn möglich, und setzen künstliche Intelligenz (KI) ein, um effizienter zu arbeiten. Unsere inklusive Kultur bringt das Beste in unseren Mitarbeitern hervor, unabhängig von ihrem Karrierestand. Wir sind auch an der Einbindung von Menschen mit Behinderungen interessiert und bieten Unterstützung während des Bewerbungsprozesses an.