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Critères de l'offre
Description du poste
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
Description du profil
- proven experience in relationship management, asset gathering and investments, ideally 5 years+ working in a client-facing role in China market
- extensive network to Chinese entrepreneurs and High Net Worth individuals and families
- firm grasp of financial markets and regulatory frameworks in China
- ability to build strong client networks, with an entrepreneurial mind-set
- resilient team player to cope with pressure
- aptitude for digitization and technology
- excellent communicator in Mandarin to support local client base
