Client Advisor

Ihre Rolle

Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zürich, Switzerland, covering the North Asian Region. Ihre Schlüsselaufgaben sind:

• build, establish and grow your client relationships
• provide trusted advise 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
• comply with all regulations, policies and standards to be in line with our risk management culture

Ihre Expertise

• proven acquisition talent and passionate networker within the UHNWl field
• extensive network to entrepreneurs
• experience in relationship management
• firm grasp of financial markets and
• ability to build strong client network
• resilient team player and truly service
• aptitude for digitization and technology
• excellent communicator in English as well as in one other language

Wir bieten

Wir bieten Ihnen eine herausfordernde und abwechslungsreiche Tätigkeit in einem etablierten Unternehmen. Wir sind ein Team, das zusammenarbeitet, um unsere Ziele zu erreichen. Wir bieten flexible Arbeitsbedingungen und Möglichkeiten zur Weiterentwicklung. Unsere inklusive Kultur bringt das Beste in unseren Mitarbeitern hervor, unabhängig von ihrer Karrierephase. Wir verwenden künstliche Intelligenz (KI), um effizienter zu arbeiten. Wir sind auch an der Inklusion von Menschen mit Behinderungen interessiert und bieten Unterstützung während des Bewerbungsprozesses an.