Relationship Manager/ Private Wealth Manager De/ch
vor 7 Monaten
Wer stellt ein?
Für eine Privatbank mit Sitz in Zürich suchen wir einen Relationship Manager/in oder Private Wealth Manager für den Deutschen/ Schweizer Markt
Tasks
- Ganzheitliche Betreuung und Beratung von vermögenden Privatkunden, Unternehmern, Stiftungen und semi-institutionellen Kunden
- Erschließung marktspezifischer Neukundenpotenziale in der Marktregion Deutschland
- Aufbau neuer Kundenkontakte und strukturierter, nachhaltiger Ausbau von Kundenbeziehungen und Netzwerken
**Requirements**:
- Erfolgreich abgeschlossenes wirtschaftswissenschaftliches Studium bzw. bankspezifische Ausbildung (z. B. AZEK, CFA, CAIA, SBS, etc.) und langjährige Berufspraxis im Wealth Management
- Sehr ausgeprägte Kenntnisse der Angebotspalette des Vermögensanlagegeschäftes sowie detaillierte Kenntnisse der Bewertungsverfahren, die zur Empfehlung von Wertpapieren und anderen Anlageformen führen
- Mehrjährige, nachweisbare erfolgreiche Tätigkeit im Umgang mit vermögenden Privatkunden sowie Kundennetzwerken
- Ganzheitliches, analytisches und vernetztes Denken gepaart mit hervorragenden Problemlösungsfähigkeiten in komplexen Kundensituationen
- Vertiefte Kenntnisse betriebswirtschaftlicher und volkswirtschaftlicher Wirkungszusammenhänge
Bewerbung
**Bitte reichen Sie Ihre vollständigen Bewerbungsunterlagen ein**:
Lebenslauf, Diplome, Zeugnisse und Referenzen direkt an uns.
Wenn Sie Fragen haben, können Sie sich gerne an uns wenden.
JobHive, Dein Job-Match Maker.
-
Wealth Planner
vor 7 Monaten
Zurich, Schweiz Thomson Consulting AG VollzeitUnsere Auftraggeberin, ist eine führende und erfolgreiche Unternehmung. Wir suchen Kontakt zu einer flexiblen und an selbständiges Arbeiten gewohnte Persönlichkeit. Aufgaben Als Relationship Manager & Wealth Planner sind Sie zuständig für die Beratung und Betreuung der Kinden\*innen in der ganzheitlichen Vermögensplanung und Vermögensorganisation....
-
Relationship Manager
vor 6 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...
-
Investment Advisor, Wealth, Latam
vor 6 Monaten
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
-
Assistant Relationship Manager
vor 6 Monaten
Zurich, Schweiz LHH VollzeitFor our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...
-
Investment Advisor, Wealth, Latam
vor 6 Monaten
Zurich, Schweiz BNY Mellon VollzeitNon-disclosed Zurich, SwitzerlandPosted 1 hour ago Permanent ₣150k - ₣200k - A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will...
-
Investor Relationship Manager
vor 7 Monaten
Zurich, Schweiz WEXECUTIVE VollzeitM- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...
-
Regional Sales Manager, Dach
vor 6 Monaten
Zurich, Schweiz Radware Bot Manager VollzeitRegional Sales Manager, DACH - Switzerland - (2400003D) Regional Sales Manager, DACH - Switzerland Radware is looking for a Regional Sales Manager in DACH to engage Radware within key Enterprise industries. To define and represent the enhanced Radware proposition to defined players in this market segment and to aggressively grow Radware’s market share...
-
Relationship Manager
vor 6 Monaten
Zurich, Schweiz Monterosa Services AG Vollzeit**NEXT GENERATION RELATIONSHIP MANAGER based in Zurich**: Are you passionate about Emerging Markets and cross-border investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation key stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet you. Monterosa is a...
-
Wealth Manager/in in Private Banking Dach
vor 6 Monaten
Zurich, Schweiz JobHive AG VollzeitWer stellt ein? Für eine ausländische Privatbank mit Sitz in St. Gallen suchen wir eine(n) Vermögensberater/in bzw. Wealth Manager/in für die DACH Region! Aufgaben - Ganzheitliche Vermögensstrukturberatung Ihrer vermögenden Privatkunden und Unternehmer - Daraus resultierend Anlageberatung wie Vermögensverwaltung standardisiert und individuell -...
-
Client Relationship Manager
vor 2 Wochen
Zurich, Schweiz FINDERS SA VollzeitClient Relationship Manager - ZurichClient: A leading, global financial services institution offering wealth and investment management, trusts and fiduciary services to its international client base. A Client that Finders knows very well, thus able to explain more about the working environment and culture to any potentially suitable applicant. Position:Are...
-
Cross Unit Relationship Manager Booking Center
vor 6 Monaten
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Cross Unit Relationship Manager (CURM) is the primary point of contact of RMs located in another legal entity of the...
-
Relationship Manager, Yachting and Aviation
vor 6 Monaten
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per month - Job Type:Permanent Posted about 5 hours ago Relationship Manager, Yachting and Aviation - Zurich An exciting opportunity with one of the largest independent wealth management and trust companies in the world. With over 100 years of history, on their behalf we are currently looking for experienced...
-
Client Relationship Manager
vor 1 Woche
Zurich, Schweiz FINDERS SA VollzeitClient Relationship Manager -BankingRelationship 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...
-
Relationship Manager Wm Eastern Europe
vor 6 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 282320BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager to: - develop and...
-
Relationship Manager
vor 6 Monaten
Zurich, Schweiz Moonfare VollzeitPrivate equity funds have long been one of the most attractive investment opportunities, outperforming public market benchmarks, like the S&P 500. But these funds have also been difficult or impossible to access, especially for individuals. Onerous paperwork, high investment minimums (~€10m) and difficulty picking a fund have all been hurdles that kept...
-
Relationship Manager, Yachting and Aviation
vor 6 Monaten
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per year - Job Type:Permanent Posted 34 minutes ago Relationship Manager, Yachting and Aviation - Zurich This is an exciting opportunity to join one of the world's largest independent wealth management and trust companies, boasting over 100 years of history. On their behalf, we are currently looking for an...
-
Relationship Manager Hnwi Iberia, Desk Iberia
vor 7 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 280742BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - Do you have a strong track record in client advisory and sales? Are...
-
Relationship Manager
vor 4 Wochen
Zurich, Schweiz FINDERS SA VollzeitRelationship Manager - NRI Market FocusRelationship Manager - NRI Market FocusPosition 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, particularly within the NRI...
-
Relationship Manager – NRI Market Focus
vor 3 Wochen
Zurich, Schweiz FINDERS SA VollzeitRelationship Manager NRI Market FocusRelationship Manager NRI Market FocusPosition 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, particularly within the...
-
Relationship Manager
vor 4 Wochen
Zurich, Schweiz FINDERS SA VollzeitRelationship Manager - NRI Market FocusRelationship Manager - NRI Market FocusPosition 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, particularly within the NRI...