Client Advisor Japan WM APAC Switzerland

Job Overview

We’re looking for a Wealth Management client advisor, in Zurich or Geneva, Switzerland, covering the South East Asian (SEA) Region and Japan. Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory, acquisition, and sales? Are you well connected to South East Asian (Singapore, Thailand, Malaysia, Indonesia) and Japan entrepreneurs and High Net Worth Individuals? Are you a proven risk manager?

Key Responsibilities

• Build, establish and grow 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 regul...