Aktuelle Jobs im Zusammenhang mit Client Relationship Specialist - Zürich, Zürich - Broadgate
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Senior Client Relationship Manager, Switzerland
vor 4 Wochen
Zürich, Zürich, Schweiz Brookfield VollzeitSenior Client Relationship Manager, SwitzerlandSenior Client Relationship Manager, SwitzerlandApply locations Zurich, Switzerland time type Full time posted on Posted 22 Days Ago job requisition id R2042245Location: Zurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth SolutionsBrookfield Asset Management, a leading global alternative asset manager,...
Client Relationship Specialist
vor 3 Wochen
Broadgate is partnered with a high-growth External Asset Manager in Switzerland dedicated to delivering customized wealth management solutions to Private Clients. We pride ourselves on offering personalized financial services, investment excellence, and relationship-driven client engagement.
Role Summary:
We are seeking an ambitious Client Relationship Specialist to grow and manage a portfolio of clients. In this role, you will be responsible for acquiring new clients, maintaining long-term relationships, and overseeing their investment strategies to deliver exceptional client service.
Key Requirements:
- Experience: Proven track record in relationship management within private banking or external asset management.
- Client Base: Existing network of High Net Worth Individuals (HNWI).
- Knowledge: Strong understanding of investment products, financial markets, and wealth management solutions.
- Languages: Proficiency in English; additional languages such as German, French, or Italian are a plus.
- Skills: Exceptional interpersonal skills, sales acumen, and ability to build lasting client relationships.
