Investment Relationship Manager

Vor 5 Tagen


Zürich, Zürich, Schweiz Broadgate Vollzeit

Broadgate Search is seeking a highly motivated and results-driven individual to fill the position of Relationship Manager. This exciting opportunity is part of our collaboration with a reputable external asset manager in Switzerland, specializing in providing tailored wealth management solutions to private clients.

About the Company

Broadgate Search is a respected recruitment agency, known for its expertise in placing top talent in the finance sector. Our partnership with this Swiss-based external asset manager has enabled us to offer unique career opportunities to professionals looking to excel in wealth management.

Key Responsibilities:

  1. Client Onboarding: Welcome new clients, assess their financial goals, and create customized investment strategies.
  2. Portfolio Management: Continuously monitor client portfolios, adjust investment strategies as needed, and ensure optimal performance.
  3. Communication: Maintain regular contact with clients, addressing their concerns and providing expert guidance.
  4. Team Collaboration: Work closely with in-house portfolio managers, leveraging collective expertise to drive client success.

Requirements:

  1. Professional Qualifications: Relevant degree in finance, business, economics, or related field; certifications like CFA or CAIA are advantageous.
  2. Work Experience: Minimum 3 years of experience in relationship management within private banking or external asset management.
  3. Clients Network: Established network of high net worth individuals.
  4. Industry Knowledge: Strong understanding of investment products, financial markets, and wealth management solutions.
  5. Language Skills: Fluency in English; additional languages such as German, French, or Italian are a plus.
  6. Soft Skills: Excellent interpersonal, communication, and problem-solving skills.

  • Investment Advisor

    vor 2 Wochen


    Zürich, Zürich, Schweiz eFinancialCareers Vollzeit

    The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit existing clients and also contribute to the growth of the business in the region. You will advise across Public and Private Asset classes, ensuring...


  • Zürich, Zürich, Schweiz Finders SA Vollzeit

    Finders SARelationship Manager -BankingPosition Overview:We are seeking an experienced and motivated Relationship Manager (RM) to join our client. This role is ideal for a dynamic individual with a strong background in Swiss banking and the ability to develop and manage client relationships. The successful candidate will play a key role in expanding our...


  • Zürich, Zürich, Schweiz Binckbank Vollzeit

    About the OpportunityWe are seeking a highly motivated and results-driven individual to join our team as an Institutional Sales professional. This role will be responsible for supporting the sales strategy for the Swiss market, with a focus on opportunities covering asset managers/AMCs.Key Responsibilities:Strategic Planning: Assist in defining and...


  • Zürich, Zürich, Schweiz Finders SA Vollzeit

    At Finders SA, we are seeking a highly motivated and experienced Relationship Manager to join our team. This role is ideal for individuals with a strong background in Swiss banking and the ability to develop and manage client relationships.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, focusing on cross-border markets.Build...


  • Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...


  • Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist das Private Banking...


  • Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    On behalf of a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families, with additional offices in Geneva and Lugano, we are seeking a qualified candidate for the position of a (Junior) Relationship Manager to join the team at the earliest opportunity.TasksProvide administrative and operational...


  • Zürich, Zürich, Schweiz Vi Partners Vollzeit

    Healthcare Investment Manager / Principal Are you passionate about anticipating new trends and innovations, supporting visionary startup founders, and driving the future of healthcare? If so, this is your opportunity to join an experienced team of venture capital investors dedicated to backing groundbreaking companies that shape the way we live and work....

  • Investment Director

    Vor 6 Tagen


    Zürich, Zürich, Schweiz Deutsche Bank Vollzeit

    Job DescriptionWe are seeking a highly experienced Investment Director to join our team at Deutsche Bank. As a key member of the Investment Management team, you will be responsible for leading investment initiatives, managing client relationships, and developing business strategies.Key Responsibilities:Leading investment initiatives and developing business...


  • Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    coni + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten.Unser Kunde ist eine internationale Bank...


  • Zürich, Zürich, Schweiz Sang Zarrin Vollzeit

    About Sang Zarrin">We are a leading head-hunting and executive search firm dedicated to delivering exceptional results in wealth management and related fields.">The Role">As a Senior Private Banker at Sang Zarrin, you will be responsible for developing and maintaining strong relationships with high-net-worth individuals and ultra-high-net-worth clients,...


  • Zürich, Zürich, Schweiz TopRecroot Vollzeit

    Our client, international and well-established Investment Company is looking for Investment Senior Investment Manager / Director professionals to join their team in Switzerland.Responsibilities:Deal Sourcing: Identify and evaluate potential investment opportunities in the different sectors;Due Diligence: Conduct comprehensive due diligence on potential...


  • Zürich, Zürich, Schweiz Pictet Group Vollzeit

    Career Opportunities: Client Relationship Officer (80-100%) (121694) Requisition ID121694 -Posted -Switzerland -Zurich - Activity area (1) -Experienced Professionals Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for...

  • Relationship Manager

    vor 57 Minuten


    Zürich, Zürich, Schweiz Saxo Bank Vollzeit

    Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally...

  • Investment Manager

    vor 22 Stunden


    Zürich, Zürich, Schweiz Verve Ventures Vollzeit

    Verve Ventures supports groundbreaking companies that tackle humanity's greatest challenges with technology. We're an ambitious and entrepreneurial team that invests in our people, and gives everyone the shared responsibility and opportunity of shaping the future development of our company. With CHF 50 million invested in 2023 and a portfolio of over 140...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    Job OverviewWe are seeking a Senior Client Relationship Manager to join our team in Switzerland. This is a fantastic opportunity to foster strong client relationships while expanding your product expertise.In this role, you will be responsible for business development within the wealth management segment, targeting private banks, multi-family offices, and...


  • Zürich, Zürich, Schweiz Deutsche Bank Vollzeit

    Position OverviewWe are seeking a highly accomplished investment professional to lead our Investment Management team. The ideal candidate will have extensive experience in advising high-net-worth individuals and Family Offices, with a strong understanding of global markets and asset classes.The successful candidate will be responsible for leading a team of...


  • Zürich, Zürich, Schweiz Brookfield Asset Management Vollzeit

    LocationZurich - Bahnhofplatz 1Business - Brookfield Oaktree Wealth SolutionsBrookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers...

  • Relationship Manager

    vor 9 Stunden


    Zürich, Zürich, Schweiz Binckbank Vollzeit

    Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and stakeholders both internally...


  • Zürich, Zürich, Schweiz VfU-Management Consulting & Executive Search Vollzeit

    Senior Relationship Manager HNWI / UHNWI mit Partneroption (m/w) Private Banker als Partner für Schweizer Asset Manager mit Family Office Unsere Auftraggeberin ist eine international orientierte, renommierte, unabhängige Schweizer Vermögensverwaltungsgruppe mit einer beeindruckenden Erfolgsgeschichte. Sie hat Niederlassungen in Zürich, Liechtenstein,...