SENIOR CLIENT ADVISOR

Zurich, Suisse CDI

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Le poste

A specialized financial organization operating in major international markets is strengthening its client coverage team and is looking for a Senior Client Advisor

This position sits at the crossroads of advisory, coordination, and business development. You will manage a portfolio of demanding clients, ensure an outstanding service level, and mobilize internal expertise to build long-term financial solutions aligned with their objectives.

The environment is international, highly regulated, and strongly focused on trust, stability, and sustainable asset development.

Your responsibilities

  • Act as the dedicated contact for clients within your scope and maintain high-quality, long-term relationships.

  • Understand each client’s financial situation, expectations, and risk sensitivity in order to coordinate tailored solutions.

  • Work closely with internal specialists across investment, structuring, and operations to deliver coherent strategies.

  • Oversee onboarding steps, documentation, and data accuracy throughout the client lifecycle.

  • Monitor market dynamics and regulatory developments to keep recommendations relevant.

  • Identify opportunities to expand existing relationships and develop new connections.

  • Ensure that all activities follow internal governance standards and applicable regulations.

  • Contribute to the institution’s reputation through service excellence and professional integrity.

Profil recherché

  • Experience in client management, advisory or Wealth Management.

  • Strong ability to build trust with sophisticated stakeholders.

  • Commercial mindset combined with rigor and attention to compliance topics.

  • Comfortable navigating complex organizations and working with multiple expert teams.

  • Fluent English is required and additional languages a plus.

What you can expect

  • Exposure to international clients and cross-border situations.

  • A culture that values autonomy, responsibility, and collaboration.

  • Flexible organization and performance-linked incentives.

  • The opportunity to grow within an ambitious and expanding structure.

Détails sur le poste
Zurich, Suisse
CDI - Temps plein
Propulsé parTaleez