Senior Relationship Manager
vor 13 Stunden
If you are looking for a stable job, be your own boss. Take control of your career and live to the values that are important to you and become co-partner and shareholder in the first wealth manager of Switzerland that focuses on women and their families.
Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We support you in this journey in our flexible and women-focused platform Marmot, with our digital fintech brand Marmot and our established Multi-Family-Office Brand Marmot Invest AG.
Next to onboarding and advising your clients, you will have the opportunity to shape our new offering for our female clients and their families, working closely with our investments team to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s life-goal-based investment philosophy.
Tasks
- Onboard and grow a book of clients through dedicated relationship management and nurturing
- Develop a thorough understanding of each of your client’s needs, goals, and financial status in order to guide them based on Marmot’s investment philosophy
- Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
- Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Marmot and their investing strategy
- Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets, and the financial services industry
- Stay aware of significant changes or developments (e.g., taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services
- Minimum 3-5 years experience and demonstrated track record of success in building your own book of clients in wealth management, book of families, or of female clients
- Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of financial experience and knowledge
- The ability to serve as a successful and determined advocate for your clients
- A keen sense of resourcefulness and ability to implement efficient processes in a yet untapped environment
- Openness to adapt to new technology and experience with digital tools
- Strong educational background, with connection to finance and business
- Passion for our women-oriented mission to close financial gender gaps
- Working Permit in Switzerland (minimum B-Permit) or EU-citizenship
- Advanced German and professional English a must
- Entrepreneurial remuneration at market rates, low base salary, and commission-based bonus on net AUM and revenues. Co-partner equity share option plan to be a partner (ESOP based on net AUM)
- Work with a highly dedicated, talented team
- Flexible Schedule with support of our helpful digital tools and staff
- Beautiful and efficient office in Zürich-Seefeld
- Parental leave policy
- A well-paid retirement savings plan
- Life & Disability Coverage
We are looking forward to connecting and hearing from you
#J-18808-Ljbffr-
Senior Relationship Manager HNWI
Vor 4 Tagen
Zürich, Schweiz VfU-Management Consulting & Executive Search VollzeitSenior Relationship Manager HNWI / UHNWI mit Partneroption (m/w)Private Banker als Partner für Schweizer Asset Manager mit Family OfficeUnsere Auftraggeberin ist eine international orientierte, renommierte, unabhängige Schweizer Vermögensverwaltungsgruppe mit einer beeindruckenden Erfolgsgeschichte. Sie hat Niederlassungen in Zürich, Liechtenstein,...
-
Senior Relationship Manager
Vor 6 Tagen
Zürich, Zürich, Schweiz Kessler Gmbh VollzeitJob OverviewKessler Gmbh is seeking an experienced Senior Relationship Manager to oversee client relationships, manage cash needs, and ensure diligent execution of investment subscription processes. This role involves collaborating with various stakeholders, including fund administrators, custodians, legal advisors, and directors.About the RoleThis...
-
Senior Relationship Manager
vor 13 Stunden
Zürich, Schweiz KT Executive Search AG VollzeitFor a leading international bank in Switzerland, we are looking for a Wealth Management Senior Relationship Manager to develop the market in Central Asia. In this role, you will serve as the key contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, embodying the bank’s values both externally and internally.Key Responsibilities:As...
-
Investor Relationship Manager
vor 3 Wochen
Zürich, Schweiz W Executive VollzeitInvestor Relationship Manager - LATAMW Executive Zürich, SchweizJetzt bewerbenGepostet vor 2 Tagen | Flexibel | Festanstellung | The salary is very competitive and depends if the candidate works full time or part time.The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals....
-
Senior Client Relationship Manager
vor 2 Wochen
Zürich, Zürich, Schweiz kessler gmbh VollzeitJob SummaryWe are seeking a highly skilled Senior Client Relationship Manager to join our team at Kessler GmbH. This is a unique opportunity to take on a leadership role and contribute to the growth and success of our clients.About the RoleIn this critical position, you will be responsible for managing client relationships, overseeing daily operations, and...
-
Investor Relationship Manager
Vor 2 Tagen
Zürich, Schweiz W Executive VollzeitExperience: Highly experienced Senior Client Relationship Manager Portfolio: Substantial portfolio of private and/or institutional clients in Latin America Preference: Thrives in a professional environment; focuses on discretionary mandates with a strong track record Compliance: Ensures full tax compliance for client assets Compensation: Prefers...
-
Relationship Manager Private Banking Italy
vor 5 Monaten
Zürich, Schweiz kessler.vogler gmbh VollzeitAufgaben: Gemeinsam mit Ihrem Vorgesetzten und dem Team bauen des Italienischen Markt aus und etablieren sich durch aktive Akquisition als Senior Relationship Manager. Sie vertreten die Bank bei Kundenveranstaltungen sowie anderen wichtigen Events und pflegen aktiv die Beziehungen zu den Klienten. Zu Ihren Aufgaben gehört die aktive Erweiterung des...
-
Senior Client Relationship Manager
vor 1 Woche
Zürich, Zürich, Schweiz kessler gmbh VollzeitAbout the RoleWe are seeking a highly skilled Senior Client Relationship Manager to join our team at Kessler GmbH.Job SummaryThis is an exciting opportunity for an experienced professional to take on a key role in managing and overseeing client relationships. The successful candidate will be responsible for independently managing and overseeing client...
-
Relationship Manager
vor 3 Wochen
Zürich, Schweiz Broadgate VollzeitBroadgate is partnered with a high growth External Asset Manager in Switzerland dedicated to delivering tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and relationship-driven client engagement.Role Overview:We are seeking an experienced and ambitious Relationship...
-
Investor Relationship Manager
vor 3 Monaten
Zürich, Schweiz W Executive VollzeitInvestor Relationship Manager - LATAMW Executive Zürich, Schweiz Jetzt bewerben Gepostet vor 3 Tagen Flexibel Festanstellung the salary is very competitive and depends if the candidate works full time or part time The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and...
-
Relationship Manager
vor 3 Wochen
Zürich, Schweiz Broadgate VollzeitLocation: Zürich, SwitzerlandSector: Financial ServicesSalary: 150,000.00 CHF to 200,000.00 CHF per annumBroadgate is partnered with a high growth External Asset Manager in Switzerland dedicated to delivering tailored wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and...
-
Relationship Manager
vor 13 Stunden
Zürich, Schweiz Banque Heritage VollzeitAs 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...
-
Relationship Manager
vor 3 Monaten
Zürich, Schweiz Saxo Bank VollzeitZurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...
-
Relationship Manager
vor 3 Wochen
Zürich, Schweiz Saxo Bank VollzeitZurich, SwitzerlandSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...
-
Relationship Manager
vor 3 Monaten
Zürich, Schweiz Binckbank VollzeitSaxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally...
-
Relationship Manager
vor 2 Wochen
Zürich, Schweiz JobCourier VollzeitRelationship Manager - BankingPosition Overview: We are seeking an experienced and motivated Relationship Manager (RM) to join our client. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships. The successful candidate will play a key role in expanding our presence in...
-
Relationship Manager Private Banking Italy
vor 5 Monaten
Zürich (Kreis 11), Schweiz kessler.vogler gmbh VollzeitAufgaben:Gemeinsam mit Ihrem Vorgesetzten und dem Team bauen des Italienischen Markt aus und etablieren sich durch aktive Akquisition als Senior Relationship Manager.Sie vertreten die Bank bei Kundenveranstaltungen sowie anderen wichtigen Events und pflegen aktiv die Beziehungen zu den Klienten.Zu Ihren Aufgaben gehört die aktive Erweiterung des...
-
Client Relationship Manager
vor 16 Stunden
Zürich, Schweiz Relai AG VollzeitAt Relai, we are on a mission to make Bitcoin the go-to savings technology—simple, accessible, and secure. As Europe’s leading Bitcoin startup, we’re pioneering the future of Bitcoin investing by making it effortless for individuals and institutions alike to buy, sell, and hold Bitcoin without complexity or middlemen. With $12M in Series A funding and...
-
Senior Banking Relationship Manager
vor 1 Monat
Zürich, Zürich, Schweiz Finders SA VollzeitAbout the RoleFinders SA is seeking a seasoned and dynamic relationship manager to spearhead our expansion into cross-border markets. This key role will involve developing and maintaining high-value client relationships, providing tailored financial solutions, and driving business growth.
-
Zürich, Schweiz Universal-Job AG VollzeitWas ist meine Funktion? - Als Relationship Manager betreuen Sie Ihre Kunden in vielen Anlage- und Finanzfragen. - Sie sind zuständig für den Aufbau und für die Pflege von Beziehungen zu Privatkunden aus Deutschland. - Ein zusätzlicher Schwerpunkt Ihrer Tätigkeiten liegt in der Verwaltung der Kundengelder hauptsächlich via einem...
