We are involved in the fields of wealth management, investment advisory, wealth structuring, estate planning and financial consolidation.

We want to further build our branch in Zurich and are looking for a Senior Wealth Manager, Greater China.

Responsibilities:

  • You put the client in the centre of all your activities
  • You develop your client portfolio focused on Asian clients
  • You help clients by analysing their situation, setting up a thorough plan, implementing it and then assuring proper execution and continuous supervision
  • You cover clients in wealth management, risk management & financial planning and commit to the best advice and execution
  • Together with our CIO Office you establish top-notch investment proposals and execute on them
  • You review your mandates on a regular basis and assure risk are managed appropriately
  • You manage your clients’ accounts and execute the needed administration for these
  • You are on top with banking regulations, compliance, KYC, ALM, etc. and have top ethical standards