Wealth Advisor

Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...

Our client is a highly respected multi-family office headquartered in Zurich, with additional offices in Malta, London, and New York. The firm is known for its conservative investment philosophy and commitment to long-term wealth preservation. It holds financial asset management licences across Switzerland, the US, Europe, and the UK, allowing it to serve...

A global wealth management firm in Zurich is seeking a Wealth Management Client Advisor to develop and maintain relationships with Ultra High Net Worth Individuals. The ideal candidate will have over 7 years of experience in client advisory, strong networks, and excellent communication skills in multiple languages. This role offers flexibility in working...

A global wealth management firm in Zurich is seeking a dynamic Client Advisor for its Hong Kong/China team. The role includes building client relationships, providing trusted advice, and developing measurable outcomes. Ideal candidates have over 15 years of experience in wealth management and are highly fluent in Mandarin and Cantonese. Join the team to play...

A leading global wealth management firm in Zürich seeks a Wealth Management Client Advisor to deliver exceptional client experience. The role requires over 15 years of experience in wealth management, fluency in Mandarin and Cantonese, and a solid understanding of both Hong Kong and China markets. You will build relationships with high-net-worth individuals...

A leading global wealth manager in Zurich is seeking a Wealth Management client advisor to enhance relationships with Chinese entrepreneurs and High Net Worth Individuals. You will utilize your expertise in relationship management and provide compelling advice, ensuring compliance with all regulations. The ideal candidate has over 5 years of experience in...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 319878BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic investment professional who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales with focus on...

About Our Client Unser Kunde ist eine etablierte Bank / Family Office in der Schweiz, bekannt für hochwertige Vermögensverwaltung und persönlichen Service für anspruchsvolle Privatkunden. Das Team arbeitet professionell, dynamisch und serviceorientiert. Job Description Persönliche Betreuung von High-Net-Worth-Kunden und Umsetzung individueller...

Overview Join to apply for the Client Advisor, HK/China Team, APAC Switzerland WM in Zurich role at UBS. Job Reference #329414BR | Job Type Full Time Your role Are you a dynamic Client Advisor who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to both Hong Kong and Chinese...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 318863BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who loves to talk to clients and prospects? Do you have a strong track record in client advisory and sales? Can you close a...