Relationship Manager
vor 15 Stunden
As part of our growth strategy, we are seeking an experienced and entrepreneurial Relationship Manager to join our dedicated Private Banking team in Zurich.
As a Relationship Manager, your focus is the relationship with your clients, being the partner and advisor on their financial path, for the current and following generations. Leveraging your extensive experience in wealth management, you will provide tailored financial solutions, optimize portfolios, and offer expert guidance to clients, ensuring their financial objectives are met.
This role is a unique opportunity to work with a dynamic Swiss private bank, providing you with access to an extensive network and resources to serve your clients effectively.
Main Responsibilities- Develop, build and maintain relationships with high-net-worth clients, understanding their financial objectives and providing advice on wealth management solutions;
- Deliver exceptional service to clients, responding promptly to inquiries and proactively addressing their needs;
- Analyze portfolio positions, prepare performance evaluations and investment proposals aligned with clients' objectives, assets and investment strategies;
- Ensure knowledge of and adherence to compliance and cross-border rules to ensure compliance with local laws, regulatory requirements and internal guidelines;
- Understand economic and monetary developments on the performance of markets, companies and sectors.
- +8 years of Private Banking experience as Relationship Manager;
- Degree in finance, economics or similar qualification. Valid certification as Client advisor is a must (CWMA);
- Deep knowledge of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews;
- Fluency in English. German and/or French a plus.
- Valid working permit.
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