Associate Relationship Manager

vor 3 Wochen

Geneve, Schweiz OPTIMA PARTNERS Vollzeit

**ASSOCIATE RELATIONSHIP MANAGER - Swiss German**

For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager.

The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to the team’s success.

**1. Your responsibilities**
- Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs
- Develop your own network for client acquisition
- Meet prospects and clients, prepare client meetings and manage follow-up actions
- Understand product offering and develop ability to pitch also complex solutions to clients
- Develop your own value proposition in accordance to the banks strategy as a holistic advisor
- Provide to the client with investment and management advice/proposals, aligned with the client’s goals, assets and chosen investment.
- Maintain close collaboration with specialists to keep up-do-date with investment solutions and developments in the financial industry
- Keep accurate and up-to-date client investment profiles using internal tools
- Ensuring the plausibility and truthfulness of the client information, evaluation whether the client is at risk or not, responsible for the account opening process (identity check, KYC, World check etc.)
- Execute transactions, payments and other banking operations
- Open new accounts and follow-up on administrative matters
- Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Senior Relationship Manager in his daily tasks.

**2. Your profile & required qualifications**
- Degree in finance or similar qualification
- Ideally a post-graduate qualification such as CFA or CWMA
- Or a first experience while studying
- 5-7 years of private banking experience with at least 2-3 years as Relationship Manager
- Interested in people, their stories, needs, circumstances
- Autonomous, multi-tasking, proactive
- Team spirit and collaborative spirit; Positive attitude, showing engagement
- Solutions-oriented and proactive mindset
- Excellent communication and presentation skills, both written and oral
- Interpersonal, negotiation and influencing skills
- Client relationship management skills
- Understanding of investments products
- Strong user level in all common IT tools
- (Swiss)-German, English and French

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