Client Advisor Wm Apac Switzerland Team North Asia
vor 2 Wochen
Critères de l'offre
Description du poste
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. Your key responsibilities are:
- 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 monitor their portfolio quality
- comply with all regulations, policies and standards to be in line with our risk management culture
Description du profil
- proven acquisition talent and passionate networker within the UHNWI field
- extensive network to entrepreneurs and High Net Worth individuals in Asia.
- experience in relationship management, asset gathering and investments, ideally 7+ years working in a client-facing role
- firm grasp of financial markets and regulatory frameworks
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player and truly service oriented
- aptitude for digitization and technology
- excellent communicator in English and local Asian languages (Cantonese, Japanese, Mandarin) to support local client base
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