Job Description
Your role
Are you a dynamic 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 Chinese entrepreneurs and High Net Worth Individuals and Families? Are you a proven risk manager?
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the China market. Your key responsibilities are:
- build, establish and grow client relationships
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams
- 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