Relationship Manager

Vor 7 Tagen

Zürich, Zürich, Schweiz Aston Carter Vollzeit
Aston Carter Zurich, SwitzerlandPosted 16 hours ago Permanent Not Specified

  • Looking for a hunter to come in with a book of experience to help bring on new clients or business opportunities. You'll be generating leads, initiating new relationships, and expanding the client base. Their main objective is to identify and pursue potential

Description:

Wealth Management - Relationship Manager

As we expand our operations, we are looking to add talented Relationship Managers to the team.

If you are experienced with a book of clients and an entrepreneurial spirit, then contact us.

Responsibilities:

  • Maintain and develop new opportunities with clients.
  • Provide holistic investment advice and maintain client satisfaction/expectations.
  • Analyse clients' data and provide strategic recommendations.
  • Combine client relationship management with strong risk assessment and management
capabilities ensuring the required credit quality and requisite returns on risk.

  • Understand and ensure compliance with all relevant internal and external rules,

Qualifications:

  • 510 years of Financial Services experience.
  • Strong communication and interpersonal skills
  • Strong customer service focus.
  • Excellent commercial and negotiation skills.
  • Attention to detail and the ability to work in an entrepreneurial environment
  • Proven track record in self origination of UHNW, asset gathering, asset growing and
revenue generation.

  • Willingness to work in a target driven and highperformance environment

Skills:

  • Vendor management
  • Sales
  • Service
  • Category management
  • Project management
  • Relationship management
  • Merchandising
  • Procurement
  • Negotiation
  • Service
delivery

  • Strategy

Job Title:
Relationship Manager

Location:
Zürich, Switzerland

Job Type:
Permanent

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