Senior Relationship

vor 4 Wochen

Zürich, Schweiz Peritus Investment Consultancy Vollzeit

Client Support

  • Visit all clients regularly
  • Communicate with pro-activity and sensitivity to needs
  • Nurture and grow an intimate relationship with each client
  • Become a trusted advisor and protector of the families
  • Develop clients’ investment knowledge

Business Development

  • Visit key centres monthly to develop relationships
  • Pro-actively communicate with key relationships
  • Develop key markets                      

Investment - Client Communication

  • Design and send client investment proposals
  • Present at client meetings and events
  • Respond to investment related enquiries
  • Produce tailored quarterly reports

Functional Work

  • Maintain and enhance CRM Database
  • Actively contribute to business planning and company strategy

Minimum Requirements

  • Mother tongue command of written and spoken English
  • Relevant Investment Qualifications
  • Minimum five years business development and relationship manager experience

Personal Qualities

  • Highly motivated
  • Strong values of ethics and integrity
  • Self starter
  • Attention to detail
  • Communication / Articulate
  • Service driven attitude
  • Team player

Compensation

  • Remuneration will comprise of a fixed salary in line with the candidates’ experience
  • Generous revenue sharing on new business acquisition and retained clients
  • Participation in the companies share scheme

Application Process

Candidates should provide the following:-

  • Copies of all educational and professional qualifications
  • References for each position held
  • Examples of communication materials   

Location  Zurich, 8006, Switzerland

Please send your application to James Day, james.day@peritus.ch

  • Senior Relationship Manager

    vor 1 Monat

    Zürich, Zürich, 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:Prospecting and...

  • Senior Relationship Manager

    vor 2 Wochen

    Zürich, Zürich, 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:Prospecting and...

  • Senior Relationship Manager

    vor 4 Wochen

    Zürich, Zürich, 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:Prospecting and...

  • Senior Relationship Manager HNWI

    vor 2 Wochen

    Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search Vollzeit

    Senior Relationship Manager HNWI / UHNWI mit Partneroption (m/w) Private Banker als Partner für Schweizer Asset Manager mit Family Office Unsere Auftraggeberin ist eine international orientierte, renommierte, unabhängige Schweizer Vermögensverwaltungsgruppe mit einer beeindruckenden Erfolgsgeschichte.Sie hat Niederlassungen in Zürich, Liechtenstein,...

  • Senior Relationship Manager/in HNWI

    vor 2 Wochen

    Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office Schweiz Eine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D, F,...

  • Senior Relationship Manager

    vor 2 Monaten

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Senior Relationship Manager - APAC MarketLocation: Zurich, SwitzerlandAbout Company: Our client is a prestigious private bank with a strong presence in the APAC market. Our APAC team is one of the most developed and successful in the country. We pride ourselves on providing exceptional financial services to our high-net-worth and ultra-high-net-worth...

  • Senior Relationship Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Senior Relationship Manager - APAC MarketLocation: Zurich, SwitzerlandAbout Company: Our client is a prestigious private bank with a strong presence in the APAC market. Our APAC team is one of the most developed and successful in the country. We pride ourselves on providing exceptional financial services to our high-net-worth and ultra-high-net-worth...

  • Senior Relationship Manager

    vor 4 Wochen

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Senior Relationship Manager - APAC MarketLocation: Zurich, SwitzerlandAbout Company: Our client is a prestigious private bank with a strong presence in the APAC market. Our APAC team is one of the most developed and successful in the country. We pride ourselves on providing exceptional financial services to our high-net-worth and ultra-high-net-worth...

  • Senior Relationship Manager

    Vor 3 Tagen

    Zürich, Schweiz TEKsystems Vollzeit

    Description: As team member in the Compliance Resolution Desk organizational unit, you can look forward to an exciting and challenging role. You will deal with the termination of client relationships pursuant to Art. 12 of the General Conditions in a conscientious and independent manner, but will also be responsible for managing them through to closure...

  • Senior Relationship Manager

    vor 3 Wochen

    Zürich, Schweiz TEKsystems Vollzeit

    Description: As team member in the Compliance Resolution Desk organizational unit, you can look forward to an exciting and challenging role. You will deal with the termination of client relationships pursuant to Art. 12 of the General Conditions in a conscientious and independent manner, but will also be responsible for managing them through to closure...

  • Senior Relationship Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz TEKsystems Vollzeit

    Description: As team member in the Compliance Resolution Desk organizational unit, you can look forward to an exciting and challenging role. You will deal with the termination of client relationships pursuant to Art. 12 of the General Conditions in a conscientious and independent manner, but will also be responsible for managing them through to closure...

  • Senior Relationship Manager HNWI

    vor 2 Wochen

    Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office SchweizEine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D, F, UK).Die...

  • Senior Relationship Manager HNWI

    vor 2 Wochen

    Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office SchweizEine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D, F, UK).Die...

  • Relationship Manager

    vor 2 Wochen

    Zürich, Zürich, Schweiz Commerzbank AG Vollzeit

    Job in 8001 Zürich:Ihre Aufgaben:In unserer Zweigniederlassung in Zürich sind wir etablierter Ansprechpartner unserer Firmenkunden in allen Fragen des Corporate- und Investmentbanking. Zur Verstärkung unseres Client Relationship Teams Swiss Corporates suchen wir einen Relationship Manager.In dieser Funktion haben Sie die Verantwortung zur Akquise,...

  • Relationship Manager

    vor 4 Wochen

    Zürich, Zürich, Schweiz Commerzbank AG Vollzeit

    Job in 8001 Zürich:Ihre Aufgaben:In unserer Zweigniederlassung in Zürich sind wir etablierter Ansprechpartner unserer Firmenkunden in allen Fragen des Corporate- und Investmentbanking. Zur Verstärkung unseres Client Relationship Teams Swiss Corporates suchen wir einen Relationship Manager.In dieser Funktion haben Sie die Verantwortung zur Akquise,...

  • Senior Relationship Manager/in HNWI

    vor 2 Monaten

    Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office Schweiz Eine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D,...

  • Senior Relationship Manager/in HNWI

    vor 4 Wochen

    Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office Schweiz Eine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D,...

  • Senior Relationship/Business Development Officer

    vor 1 Monat

    Zürich, Zürich, Schweiz Peritus Investment Consultancy AG Vollzeit

    Job DescriptionSenior Relationship / Business Development OfficerJob PurposeTo support existing investment consultancy clients of the company and to build andmaintain your own client base.Suitable CandidateThe ideal candidate will be working in an asset management, private banking orbusiness development role. The role will be evenly balanced between...

  • Senior Relationship/Business Development Officer

    vor 2 Wochen

    Zürich, Zürich, Schweiz Peritus Investment Consultancy AG Vollzeit

    Job DescriptionSenior Relationship / Business Development OfficerJob PurposeTo support existing investment consultancy clients of the company and to build andmaintain your own client base.Suitable CandidateThe ideal candidate will be working in an asset management, private banking orbusiness development role. The role will be evenly balanced between...

  • Senior Relationship/Business Development Officer

    vor 4 Wochen

    Zürich, Zürich, Schweiz Peritus Investment Consultancy AG Vollzeit

    Job DescriptionSenior Relationship / Business Development OfficerJob PurposeTo support existing investment consultancy clients of the company and to build andmaintain your own client base.Suitable CandidateThe ideal candidate will be working in an asset management, private banking orbusiness development role. The role will be evenly balanced between...