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Client Advisor, WM APAC Switzerland, Team UHNWI
Client advisory / Relationship management, Switzerland - ZürichPosted 1 months ago
Job Description
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 Asian Region. Ideally with focus on Singaporean market. Your key responsibilities are:
• 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
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the Asian Region. Ideally with focus on Singaporean market. Your key responsibilities are:
• 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