Job Description
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...