Client Advisor, WM APAC Switzerland, Team UHNWI

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...