Relationship Manager

vor 2 Wochen


Zürich, Schweiz Michael Page - Switzerland Vollzeit
About Our Client
Unser Kunde ist ein führender, unabhängiger Externer Vermögensverwalter (EAM) und spezialisiert im Vermögensmanagement und der Investmentberatung mit besonderem Fokus auf anspruchsvolle Privatkunden, Familienunternehmen und institutionelle Investoren. Die Unternehmenskultur zeichnet sich durch ein hohes Mass an Innovation, Exzellenz und langfristiger Kundenbindung aus. Die Firma ist 100% eigenständig, erhält aber grosse Unterstützung vom Mutterhaus.

Job Description
  • Aufbau, Pflege und Weiterentwicklung langfristiger Kundenbeziehungen mit vermögenden Privatkunden und Unternehmern.
  • Beratung der Kunden in sämtlichen Vermögensfragen, einschliesslich Portfolio-Management, Nachfolgeplanung, steuerlicher Strukturierung und anderen individuellen Lösungen.
  • Proaktive Akquise neuer Kunden sowie Ausbau eines bestehenden Netzwerks von Partnern und Multiplikatoren.
  • Enge Zusammenarbeit mit internen Experten und Spezialistenteams, um maßgeschneiderte und ganzheitliche Lösungen zu entwickeln.
  • Enge und internationale Zusammenarbeit mit diversen Teams, u.a. dem Research-Team.
  • Monitoring und regelmäßige Berichterstattung zu Portfolios, Performance und Entwicklungen an den Finanzmärkten.
  • Sicherstellung der Einhaltung aller regulatorischen Anforderungen und internen Richtlinien.


The Successful Applicant
  • Höherer Abschluss in Wirtschaft, Finanzen oder einem vergleichbaren Bereich; zusätzliche Qualifikationen wie CFA, CAIA etc. von Vorteil.
  • Mehrjährige Erfahrung im Bereich Private Banking oder Wealth Management mit nachweisbarem Erfolg in der Kundenakquise und -bindung.
  • Tiefgehendes Verständnis von Finanzprodukten, Investmentstrategien und regulatorischen Rahmenbedingungen in der Schweiz.
  • Starke analytische Fähigkeiten kombiniert mit einer ausgeprägten Kundenorientierung und Verhandlungsgeschick.
  • Ein bestehendes Netzwerk von vermögenden Privatkunden und Unternehmern ist von Vorteil.
  • Fliessende Deutsch- und Englischkenntnisse, zusätzliche Sprachkenntnisse (z. B. Französisch oder Italienisch) von Vorteil.


What's on Offer
  • Flexibilität (2 Tage Home Office)
  • Unternehmerisches und familiäres Umfeld
  • Moderne Büroräumlichkeiten
  • Attraktive Pensionskassenbeiträge
  • Marktgerechtes Basissalär mit attraktiven Bonusmöglichkeiten

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