Role Overview
This role is part of the Private Wealth business, focusing on high net worth (HNW) and ultra-high net worth (UHNW) clients across Asia. The successful candidate will take over an existing client portfolio and be responsible for its continued development, while also contributing to new client acquisition.
You will act as a trusted advisor, delivering comprehensive wealth management solutions tailored to clients’ individual needs and long-term objectives.
Key Responsibilities- Manage and develop an existing portfolio of HNW/UHNW clients with a focus on Asia
- Identify and acquire new clients, contributing to Net New Money growth
- Provide holistic advice across investments, wealth structuring and succession planning
- Work closely with internal product specialists to deliver tailored solutions
- Monitor market developments and proactively engage with clients
- Ensure full compliance with all regulatory requirements and internal policies
- Proven experience in Private Banking or Wealth Management
- Demonstrated track record in managing and developing HNW/UHNW client relationships
- Existing network in Asian markets is advantageous
- Strong understanding of financial markets and investment products
- Fluency in Mandarin and English is essential; German is a strong advantage
- Strong interpersonal and communication skills
- High level of professionalism, discretion and client focus
- Opportunity to take over and further develop an existing client portfolio
- Access to a well-established global wealth management platform
- Collaborative, international working environment
- Ongoing professional development opportunities
Zurich, Switzerland (with occasional travel across Asia)
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