Client Advisor, WM APAC Switzerland, Team UHNWI
Location
zürich, zürich
Job Type
Full-time
Category
IT & Technology
Posted
June 08, 2026
Position Overview
We’re looking for a Wealth Management client advisor, in Zurich, Switzerland, covering the Asian Region. Ideally with a focus on the Singaporean market.
Key Responsibilities
- 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.
Qualifications & Expertise
- Proven acquisition talent and passionate networker within the UHNWI field.
- Extensive network of entrepreneurs and High Net Worth individua...