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Family Office Relationship Manager

vor 1 Woche


Zürich, Zürich, Schweiz Michael Page International (Switzerland) SA Vollzeit

A global presence with a network of international offices ensures comprehensive support for our clients.

The Successful Applicant

Key Requirements:
  • Extensive Experience: Extensive experience as a Relationship Manager / Account Manager of an own HNWI/UHNWI client portfolio in a Family Office, Bank, EAM etc.
  • Identifying Clients Needs: Skilled in identifying client needs, providing tailored financial advice, and offering updates on market developments and portfolios.
  • Building Trust: Proven ability to build and maintain strong, trust-based relationships with clients.
  • Strong Organizational Skills: Strong organizational skills, attention to detail, and commitment to risk and compliance standards.
  • Client-Focused: Adaptable, proactive, and pragmatic problem-solver with a client-first mindset.
  • Excellent Communication: Excellent communication and interpersonal skills, able to connect with a diverse clientele.
  • Languages: Fluent in English and French; proficiency in Spanish and/or German is a plus.

We are looking for a highly motivated and experienced professional to join our team.

Our Offer Includes:
  • Remote Working
  • New Offices
  • Pension Fund
  • Competitive Compensation