Senior Client Relationship Manager

Vor 6 Tagen

Zürich, Zürich, Schweiz ACT Asset Management AG Vollzeit

The bank is a leading international private banking institution that emphasizes personalized and high-quality financial services tailored to the unique needs of each client. Known for its entrepreneurial mindset, it fosters a culture of sustainability, responsibility, and trust in both client relationships and internal operations. The bank values integrity, mutual respect, and loyalty, creating an environment where employees and clients thrive. With a focus on building long-term relationships, it offers comprehensive wealth management solutions while promoting a positive and inclusive corporate culture that drives success and growth.

Responsibilities:
  1. Manage and expand long-term client relationships in the high-end private banking segment, focusing on the Swiss market.
  2. Provide holistic, client-centered advice and support, tailored to the individual needs of HNWI / UHNWI clients.
  3. Build and manage a personal client portfolio, actively acquiring new clients and developing existing ones.
  4. Collaborate with an experienced team to deliver comprehensive wealth management solutions.
  5. Take ownership of business growth in the target market and work towards expanding the bank's presence in the region.
Qualifications:
  1. Several years of experience in high-end private banking or wealth management.
  2. Proven track record in building and managing a client portfolio, with a strong network in the target market.
  3. Strong investment and banking knowledge, particularly in securities and investment advice.
  4. Professional demeanor with excellent communication skills and discretion.
  5. Solution-oriented with the ability to recognize and address client needs.
  6. Fluent in German and English.
Benefits:
  1. Opportunity for professional growth and business ownership in a dynamic market.
  2. A modern office in a central location with a flexible work schedule.
  3. Comprehensive benefits package, including meal vouchers, job tickets, and company bicycles.
  4. A supportive work environment with access to experienced experts.
  5. Attractive salary with potential for overpayment and performance-based bonuses.
  6. Recognition as part of a top-rated employer with a strong company culture.
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