Client Advisor, WM APAC Switzerland, Taiwan Team in Zurich

Overview

Your role 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 Zurich, Switzerland, covering the North Asian Region.

Role details

• Job Type: Full Time
• Job Reference #: BR
• City: Zürich

Responsibilities

• Build, establish and grow your 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 monito...