Relationship Manager

vor 5 Monaten

Zurich, Schweiz WEXECUTIVE Vollzeit

**Key Responsibilities**:

- **Client Relationship Management**: Develop and maintain strong relationships with high-net-worth British clients, understanding their financial needs and objectives.
- **Portfolio Management**: Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions.
- **Financial Advisory**: Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
- **Client Acquisition**: Identify and acquire new high-net-worth clients through networking, referrals, and business development activities.
- **Customer Service**: Deliver exceptional customer service, ensuring client satisfaction and loyalty.
- **Compliance**: Ensure all activities comply with regulatory requirements and internal policies.

**Qualifications**:

- **Education**: Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus.
- **Experience**: Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
- **Skills**:

- Strong understanding of financial markets, investment products, and wealth management strategies.
- Excellent interpersonal and communication skills.
- Ability to build and maintain long-term client relationships.
- Strong analytical and problem-solving abilities.
- Proficiency in English; knowledge of additional languages is an advantage.

**Personal Attributes**:

- **Client-Focused**: A passion for delivering exceptional service and financial solutions to clients.
- **Proactive**: Self-motivated and driven to achieve targets and grow the client portfolio.
- **Ethical**: High ethical standards and a commitment to integrity and transparency.
- **Adaptable**: Ability to thrive in a dynamic, fast-paced environment.
- ABOUT COMPANY
- WEXECUTIVE
- Geneva, Switzerland
HR & Recruitment

W Executive is a European group offering Executive Search, Human Resources Consulting and Recruitment services. All our founders have international ba...

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