With rising geopolitical tensions in recent years, an increasing number of Asian UNHW/ HNW clients and their families are preferring to place their assets outside of Asia. Many of them are drawn to Switzerland for its long history of private banking services, political stability and astute wealth management professionals.

With a well-developed and regulated financial sector, Zurich is recognised for its high living standards and cosmopolitan environment. For centuries, the world’s rich gravitated to Switzerland for its clean air, friendly local culture and picturesque landscapes. Zurich is home to the world’s largest wealth managers who are strong global players and having their key management team located in this vibrant city.

You will join a major global private bank which allows you to:

• Promote best-in-class wealth management services to Asian clients
• Establish long-term mutually beneficial relationships with clients
• Maximise wallet share and global AUM
• Develop investment strategies that ring-fence and protect client’s global interests
• Effectively diversify risks and strategically position you as the Key Client Advisor

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Private Banker, Asian Clients appeared first on WMRC.

You will source, on-board and manage relationships with clients such as family offices, UHNWs, corporate investors and other investor types. You will proactively serve as the bridge between clients and the firm’s investment team and resources, keeping clients updated as it relates to relevant investment services and products available, educating them about investment options and potential risks.

You will be well-informed of market conditions and carry out research to determine good opportunities to meet revenue goals. You will also closely monitor the performance of client accounts, and ensure timely and effective communication with clients.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Client Relationship Manager, Multi Family Office appeared first on WMRC.

Submit your application to recruitment@wmrc.com.hk quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Equity Specialist appeared first on WMRC.

You will provide support in regard to client account administration, client servicing and retention efforts. You will liaise with internal departments regarding administrative matters concerning execution and settlement of trades, delivery of securities, corporate action, payment and receipt of funds, renewal and repayment of loans.

You will liaise with other financial institutions and service providers regarding account opening requests and other clients’ administrative matters. You will check the daily transaction list to ensure trades are processed correctly, and will prepare and send trade confirmations to clients.

You will monitor and arrange for settlement of trades, as well as prepare the payment orders. You will also input orders for securities, forex and money market into the system, and prepare and follow up on account opening documentation. You will maintain and update spreadsheets for selected clients.

You will print the valuation reports and prepare client’s outstanding documents, brochures and investment/ research materials for the RM’s business trip, and will assist the RM in making sure there are no outstanding items relating to client administration matters.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Client Advisory Associate appeared first on WMRC.

You will provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client’s target strategic assets allocation to meet investment objectives and risk profile.

You will communicate on house views to the respective marketing teams and work with product specialist for specific support and training, as well as partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.

You will participate in product idea generation and solutions by keeping abreast of products in the market; proposing new product ideas; promoting ideas approved and endorsed by the Product Council where applicable; and developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/ DEKODAs, equity options, range accrual notes.

You will ensure adherence to internal and external regulations and policies at all times.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Investment Advisor, Japan Desk appeared first on WMRC.

You will structure, price, and execute a comprehensive range of equity-linked and fixed income structured products, ensuring solutions are aligned with client objectives and current market trends.

Partnering closely with Relationship Managers, Sales teams, Trading Desks, and clients to identify opportunities and deliver bespoke investment strategies, you will analyze market developments to originate and present innovative investment ideas.

You will prepare and deliver product presentations, term sheets, payoff analyses, and risk scenario assessments for internal and external stakeholders. You will oversee the full lifecycle management of structured products, including monitoring, hedging, and proactive client servicing.

You will develop, enhance and maintain pricing tools, templates, and automation processes using VBA and Excel macros. You will ensure strict adherence to internal controls, regulatory requirements, and robust product governance standards.

Collaborating with cross-functional teams, including legal, compliance, operations, and risk management, you will ensure seamless product delivery and risk mitigation. You will service and perform trade-related tasks (margin checks, trade input, etc.) for Direct Access Clients and External Asset Managers (EAMs).

You will also contribute to team knowledge sharing and continuous process improvement initiatives, as well as assume any other tasks as assigned.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Structured Product Advisor appeared first on WMRC.

The role serves as a trusted investment partner, translating the bank’s investment views into tailored portfolio recommendations that align with clients’ financial objectives, risk profiles, and market conditions. You will work closely with Relationship Managers, Investment Advisors, Product Specialists, and the Chief Investment Office (CIO) team to deliver holistic wealth management solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

You will develop customized investment portfolios aligned to clients’ financial goals, investment horizons, liquidity needs, and risk tolerance. You will recommend strategic and tactical asset allocation across equities, fixed income, alternatives, structured products, and multi-asset solutions, and conduct portfolio reviews and identify opportunities to improve portfolio diversification, risk-adjusted returns, and overall positioning. You will monitor portfolio performance and provide timely rebalancing recommendations in response to changing market conditions.

You will interpret and communicate the CIO’s house views, macroeconomic outlook, and investment themes to clients and Senior Client Advisors (SCAs). You will analyze global market developments, economic trends, and geopolitical events to assess portfolio implications and formulate investment strategies and tactical opportunities across asset classes and sectors. You will produce investment commentaries and portfolio recommendations for client discussions.

You will participate in client meetings alongside Senior Client Advisors (SCAs) to present investment strategies and portfolio recommendations and build credibility and trusted advisor status with sophisticated HNW and UHNW clients. You will articulate complex investment concepts in a clear and compelling manner and support client acquisition and retention efforts through differentiated investment advice.

You will partner closely with Senior Client Advisors (SCAs) to identify investment opportunities and address client needs, as well as work with product specialists to evaluate investment solutions and ensure suitability for clients. You will collaborate with Investment Advisors, Treasury, and Capital Markets teams on bespoke client solutions and support internal training initiatives by sharing market insights and investment knowledge.

You will ensure all portfolio recommendations comply with regulatory requirements, internal policies, and suitability standards. You will assess portfolio risk exposures, concentration risks, and asset allocation deviations, and maintain high standards of documentation and investment rationale. You will adhere to all compliance, conduct, and fiduciary responsibilities.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Portfolio Strategist appeared first on WMRC.

You will assume primary responsibility of the investment processes with the aim of increasing client penetration, share of wallet, product distribution and annuity incomes using in-house and third-party products, with a commensurate increase in profitability for the bank.

You will support the Global Investment Committee in shaping the house views and messages with consistency. As owner and ambassador for the asset allocation process and model portfolio management, you will work with key stakeholders in the population of the portfolios, whether internal or external, and be accountable for the generation of five risk models, their upkeep and final delivery into the relationship centres.

You will promote suitable portfolios to the client base as per clients’ risk profile and create and manage model portfolios using all the tools at the bank’s disposal and be responsible for their performance against the agreed benchmarks. You will suggest and support the strategic and tactical asset allocations and be a proactive member of the Global Investment Committee in providing inputs and views, as required.

You will support the asset allocation framework through education of the RMs and clients through regular seminars, presentations, monthly reviews of portfolio performance, with details around attribution, etc. You will also promote the understanding and acceptance of portfolio products, wherever and whenever possible, especially amongst RMs who are not presently actively marketing those products.

You will work with RMs to help them understand and manage their client portfolios by comparing them to the model portfolios, and will generate incremental sales of focus products through close cooperation with the RM teams in Hong Kong and Singapore.

You will identify target clients within the internal staff in Asia Pacific and will develop profitable business relationships with these target clients using a focused sales approach.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Investment Consultant, North Asia appeared first on WMRC.

You will provide administrative and client service support to Relationship Managers servicing Private Banking clients. You will respond to all client enquiries and instructions and provide resolution to most issues and requests. You will monitor transactions and activities in client accounts and maintain client data and reports, such as: contact lists, account numbers, facilities details, status of credit reviews/ renewals, etc. You will handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials. You will coordinate with Product Groups, Operations and other functional areas as necessary and will ensure adherence to internal and external regulations and policies at all times.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Assistant Private Banker, Greater China appeared first on WMRC.

A major global private bank is looking for someone who can help to:

• establish long-term mutually beneficial relationships with clients
• deliver KPIs as agreed with the respective business line in Hong Kong
• maximize client assets and revenues under management
• select advisory processes and agreements designed to meet clients’ needs, objectives and expectations
• keep accurate, up-to-date client investor profiles
• develop a client investment strategy and keep a close eye on portfolio quality
• create and implement a strategic client book development plan with measurable actionscomply with all regulation, policies and standards, contributing to an effective risk culture

You will be working in the Wealth Management team in Hong Kong as part of the High Net Worth (HNW) segment. Your role is to manage, preserve and grow the wealth of clients and the team offers solutions for managing wealth and planning for succession.

Submit your application to recruitment@wmrc.com.sg quoting the Job Title.

Your interest will be treated in strict confidence.

Data collected will be used for recruitment purposes only. Personal data provided will be used strictly in accordance with the relevant data protection law and WMRC’s personal information and privacy policy.

The post Private Banker, North Asia Market appeared first on WMRC.