Senior Relationship Manager
vor 1 Tag
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Client:Selby Jennings
Location:Job Category:Customer Service
Job Reference:db5e66e040b1
Job Views:11
Posted:24.01.2025
Job Description:Job Title: Relationship Manager (Italian Market)
About Us: The role is with a leading private bank with a strong presence in Zurich. They are committed to providing exceptional service to clients and fostering long-lasting relationships. As they expand their team, they are seeking experienced Relationship Managers to join them.
Role Overview: As a Relationship Manager, you will be responsible for managing and growing your portfolio of Italian clients. Your role will involve building strong relationships, understanding client needs, and providing tailored financial solutions. You will also be responsible for onboarding new clients and developing a robust business case for your portfolio.
Key Responsibilities:
- Client Relationship Management:
Cultivate and maintain relationships with Italian clients, ensuring their satisfaction and addressing their financial needs.
Understand clients' investment goals, risk tolerance, and preferences.
Provide personalized advice and recommend suitable financial products and services. - Business Development:
Identify opportunities to expand the client base by prospecting and networking.
Develop a strategic business plan to attract new Italian clients.
Collaborate with internal teams to enhance client experience and drive growth. - Onboarding and Client Services:
Lead the onboarding process for new clients, ensuring a smooth transition.
Coordinate with various departments to fulfill client requests promptly.
Monitor client portfolios and proactively address any issues. - Financial Analysis and Reporting:
Prepare detailed business cases for client portfolios, including revenue projections, risk assessments, and growth strategies.
Regularly review portfolio performance and provide performance reports to clients.
Qualifications:
- Bachelor's degree in Finance, Business, or a related field.
- Proven experience as a Relationship Manager, preferably with Italian clients.
- Strong understanding of financial products and investment strategies.
- Excellent communication and negotiation skills.
- Fluency in Italian and English (additional languages such as German or French are a plus).
If you are passionate about building client relationships and have a strategic mindset, we encourage you to apply
Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit.
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