Relationship Manager

Vor 16 Stunden

Zürich, Zurich, Schweiz Amicum Capital AG Vollzeit
pAmicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe. /p pThe company is registered in Zurich in 2016 and controlled by its management. /p pAmicum Capital helps its clients to: /p ul limanage financial investments deposited at leading Swiss banks; /li lifinance large purchases (private jets, yachts, real estate etc.); /li listructure their wealth and plan the transfer of their capital to future generations; /li liplan and execute private equity and real estate investments. /li /ul h3Tasks /h3 pbRefined Responsibilities for Different Expertise Levels: /b /p pAs a valued member of our team, your role will evolve in accordance with your expertise and seniority. You'll find ample opportunities to make a meaningful impact and build lasting relationships with our clients. Your responsibilities encompass: /p pbFor All Levels: /b /p ul liStrategic Advisory: Cultivate trust with clients and prospects through insightful recommendations encompassing a diverse range of products and services. /li liClient-Centric Approach: Foster an intimate understanding of clients' needs, preferences, and historical interactions. Stay attuned to changes in the business landscape and client demands, responding promptly and effectively. /li liPortfolio Management: Take charge of client portfolios, assuming the role of the relationship lead to ensure exceptional client experiences. /li liCollaborative Expertise: Collaborate with internal and external experts to seamlessly deliver comprehensive solutions, incorporating investment tasks, credit, banking, and other professional services. /li liAdministrative Proficiency: Provide essential administrative support that underpins the efficiency and efficacy of client interactions. /li liClient Onboarding: Facilitate seamless onboarding experiences by guiding clients through the necessary KYC documentation processes, ensuring adherence to AML, Compliance, and other regulatory standards. /li liAccount Management: Execute meticulous account opening procedures to lay the foundation for enduring client relationships. /li liEffective Communication: Maintain an open channel of communication with both clients and financial institutions, ensuring consistent and timely updates. /li liRegulatory Adherence: excellent compliance with legal and regulatory requisites to guarantee ethical and lawful practices. /li /ul pbFor Senior Profiles: /b /p pNew Client Acquisition: Drive the growth of our clientele by actively pursuing and onboarding new clients, employing your business development prowess. /p pThese roles offer not only a chance to excel within your current expertise level but also to ascend into more senior positions, amplifying your impact on our clients and our team. /p pJoin us in redefining client relationships and financial success. Your expertise will be pivotal in delivering exceptional value to our clients and contributing to the ongoing growth of our organization. /p h3Requirements /h3 pbTo strengthen our team we are looking for a highly motivated Relationship Manager. /b /p pYou will be part of a Team based in Zurich and will be responsible for establishing long-term mutually beneficial client relationships, provide service excellence to meet our clients’ complex and very demanding needs, objectives and expectations. You will become responsible for developing existing and new relationships and contribute to company’s revenue growth. In the same time, you have to adhere to the highest compliance standards based on Swiss regulatory environment and make sure that other team members follow established compliance procedures. /p pRequirements: /p ul lihigher economic education; /li li3 to 5 years of banking experience in Ultra High Net Worth and high risk (CIS markets) client segments; /li lifluency in English, knowledge of Russian or Ukrainian will be a plus, /li liexcellent computer user skills, /li lireliable team player with sense of responsibility and the ability to adapt to changing demands, /li liability to work efficiently under pressure and multiple priorities, /li liwillingness to work with a flexible time schedule. /li /ul h3Benefits /h3 pAmicum Capital offers challenging, diverse and supportive working environment with unlimited growth potential. /p