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Client Relationship Manager

vor 1 Monat


Zürich, Zürich, Schweiz Michael Page - Switzerland Vollzeit
About Our Client
Eine renommierte Privatbank, die sich auf die Betreuung von hochvermögenden Privatkunden spezialisiert hat, zeichnet sich durch ihre Expertise im internationalen aber insbesondere auch im Schweizer Finanzmarkt aus. Mit einem klaren Fokus auf massgeschneiderte Finanzlösungen bietet die Bank ihren Klienten erstklassigen Service und Beratung. Als etabliertes und vertrauenswürdiges Unternehmen strebt die Bank danach, ihre Marktstrategie kontinuierlich zu optimieren und nachhaltige, langfristige Kundenbeziehungen zu pflegen.

Job Description
  • Entwicklung und Betreuung eines Portfolios von HNWI/UHNWI Kunden, mit Fokus auf Schweizer Kunden.
  • Aufbau und Pflege langfristiger Kundenbeziehungen durch massgeschneiderte Finanz- und Anlagelösungen.
  • Akquise neuer Kunden und Assets durch Nutzung des eigenen Netzwerks und Marktkenntnisse.
  • Zusammenarbeit mit internen Teams, einschliesslich Investmentberatern und Produktspezialisten, zur Bereitstellung umfassender Vermögensverwaltungsdienste.
  • Mitwirkung an der Entwicklung der Marktstrategie und deren Integration in den übergeordneten Wachstumsplan der Bank.


The Successful Applicant
  • Mindestens 4 Jahre Erfahrung im Schweizer Bankwesen, mit nachgewiesener Expertise in der Betreuung von Kundenbeziehungen.
  • Nachweisliche Erfolge in der Akquise neuer Kunden und Assets, idealerweise mit Fokus auf Schweizer HNWI/UHNWI Kunden.
  • Starke zwischenmenschliche, Verhandlungs- und Kommunikationsfähigkeiten.
  • Fliessende Deutsch- und Englischkenntnisse, zusätzliche Sprachkenntnisse von Vorteil.
  • Fähigkeit zur Zusammenarbeit mit internen Teams und Entwicklung massgeschneiderter Lösungen für Kunden.


What's on Offer
  • Wettbewerbsfähiges Gehalt und umfassendes Leistungspaket.
  • Möglichkeit, in einem dynamischen nationalen/internationalen Umfeld zu arbeiten und sich beruflich weiterzuentwickeln.
  • Spannende Aufgaben mit der Chance, ein Portfolio von hochvermögenden Kunden zu betreuen.
  • Zusammenarbeit mit erfahrenen Fachleuten und Zugang zu umfassenden Ressourcen im Bereich Wealth Management.
  • Potenzial für langfristige Karriereentwicklung innerhalb eines wachsenden Unternehmens.