Client Advisor
vor 4 Wochen
Critères de l'offre
Description du poste
Are you an advisor that delivers an exceptional client experience? Are you passionate about partnering with clients to find the best solution for them. Do you have a proven track record in giving superior investment advice? Can you multitask and handle multiple client requests?
We're looking for a Client Advisor to join our UK International Zurich desk in our Private Clients team to:
- grow and retain an existing book of clients by ensuring a strategic approach to driving growth and a smooth execution of the daily client business
- provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams in line with the requirements of the respective UK tax regime
- take a strategic view of clients' investments and monitor portfolio quality
- keep accurate and up-to-date records on client investor profiles
- comply with all regulations, policies, and standards to be in line with our risk management culture
Description du profil
**Your expertise**:
- enthusiastic and highly motivated with a strong work ethic.
- ability to build strong client networks with a strong entrepreneurial mindset and a highly committed and outgoing personality
- proven experience in providing and implementing investment advice to a client base in a cross-border context
- ideally previous experience in UK, other RnD jurisdictions and/ or European regulatory frameworks
- excellent verbal and written communication skills in English, other languages are definitely a plus
- resilient team player and truly service oriented
- aptitude for digitization and technology
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