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, Schweiz, covering the Asian Region. Ideally with focus on Singaporean market. Ihre Hauptverantwortlichkeiten sind:

• build, establish and grow your client relationships within the UHNWI segment
• 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
• 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 UHNW/HNW
• 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 sincere
• aptitude for digitization and technology
• excellent communicator in English

Wir bieten

Wir bieten Ihnen die Möglichkeit, in einem etablierten Ultra High Net worth und High Net worth Team zu arbeiten, das asiatische Länder in Zürich abdeckt, mit mehreren Jahrzehnten Erfahrung. Wir konzentrieren uns auf das Management, die Erhaltung und kontinuierliche Ausbildung, um unsere Mitarbeiter besser zu bedienen und uns als globaler Marktführer im Wealth Management zu etablieren. Wir bieten Ihnen auch flexible Arbeitsbedingungen, wenn möglich, und eine unterstützende Umgebung, um Ihre Karriere zu fördern.