Senior Relationship Manager

vor 3 Wochen

Zurich, Schweiz Selby Jennings Vollzeit

Job Title: Senior Relationship Manager - Swiss Markets

Company Overview: Our client is a renowned Swiss private bank with a strong presence in the Swiss markets. They are seeking an experienced Senior Relationship Manager to join their team in Zurich.

Job Description: As a Senior Relationship Manager, you will be responsible for the following:

  1. Prospecting and Acquiring Clients:

    • Identify and acquire new clients and assets from the U/HNWI private client segment in the Swiss markets.
    • Build and maintain strong relationships with existing clients.

  2. Financial Advisory:

    • Advise clients on all aspects of their financial needs, including investment strategies, wealth management, and financial planning.

  3. Market Monitoring:

    • Stay informed about financial markets and trends in international wealth management.
    • Adapt strategies based on market conditions.

  4. Business Planning:

    • Define and execute a business plan tailored to the team's clientele and network of relations.

Expected Profile:

  • Currently working in a private bank, EAM (External Asset Manager), multi-family office, or financial institute.
  • Minimum 7 years of experience in a similar position.
  • Managing and owning a portfolio of private clients.
  • Successful track record in advising and looking after private clients in the Swiss markets.
  • Strong knowledge of financial products, services, global compliance, and financial markets.
  • Teams specialized in specific markets are welcomed.

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