Relationship Manager Privatkunden

vor 4 Wochen


Zug, Zug, Schweiz Zugerberg Finanz AG Vollzeit
Ihr Aufgabengebiet:

Als Relationship Manager Privatkunden bei Zugerberg Finanz AG sind Sie für die Akquisition und Aufbau von neuen Privatkunden verantwortlich. Sie betreuen und entwickeln ein Kundenportfolio von bestehenden Privatkunden und nehmen an Kunden- und Netzwerkanlässen teil. Darüber hinaus evalieren und umsetzen Sie Innovationen im Bereich Verkaufsaktivitäten und sind für Beschwerdemanagement und ggf. Finanz- und Pensionsplanung verantwortlich. Sie unterstützen bei kundenspezifischen Projekten und arbeiten eng mit dem Team zusammen.

Sie bringen mit:
  • Abgeschlossene kaufmännische Ausbildung
  • Höhere Weiterbildung in Betriebswirtschaft, im Finanzbereich oder Ausbildung als Finanzplaner von Vorteil
  • Praxiserfahrung und vertiefte Kenntnisse im Finanz- und Kapitalmarkt
  • Erfahrung im Bereich Aquisition- und Kundenberatung
  • Muttersprache Deutsch, weitere Sprachen, insbesondere Englisch und Französisch von Vorteil
  • IT-Affinität (MS-Office; Word, Power Point und Excel)
  • Pflichtbewusste, selbstständige und initiative Arbeitsweise auch unter Einhaltung von Zeitlimits
  • Unternehmerisches Denken, Leistungswille sowie hohe Eigenmotivation
  • Belastbarkeit, Verantwortungsbewusstsein, Ziel- und Lösungsorientiertheit
  • Professionelles Auftreten
Wir bieten:
  • Eine attraktive Weiterentwicklung Ihrer beruflichen Laufbahn
  • Strukturiertes, individuelles Einführungsprogramm für einen erfolgreichen Start
  • Ausgezeichnete Sozialleistungen und Fringe Benefits
  • Einen attraktiven Arbeitsplatz im Lüssihof in Zug

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