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Relationship Development Specialist

vor 2 Monaten


Zürich, Zürich, Schweiz W Executive Vollzeit
Job Summary

W Executive is seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our private banking division, you will be responsible for developing and maintaining strong relationships with high-net-worth clients, understanding their financial needs and objectives.

Key Responsibilities
  • Client Relationship Development: Foster and maintain long-term relationships with high-net-worth clients, providing tailored financial solutions to meet their needs.
  • Portfolio Management: Grow and manage a portfolio of clients, ensuring their banking and investment needs are met with expert advice and guidance.
  • Financial Advisory Services: Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
  • Business Development: Identify and acquire new high-net-worth clients through strategic networking, referrals, and business development activities.
  • Customer Service: Deliver exceptional customer service, ensuring client satisfaction and loyalty.
  • Compliance: Ensure all activities comply with regulatory requirements and internal policies.
Requirements
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus.
  • Experience: Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
  • Skills:
    • Strong understanding of financial markets, investment products, and wealth management strategies.
    • Excellent interpersonal and communication skills.
    • Ability to build and maintain long-term client relationships.
    • Strong analytical and problem-solving abilities.
    • Proficiency in English; knowledge of additional languages is an advantage.
Personal Attributes
  • Client-Focused: A passion for delivering exceptional service and financial solutions to clients.
  • Proactive: Self-motivated and driven to achieve targets and grow the client portfolio.
  • Ethical: High ethical standards and a commitment to integrity and transparency.
  • Adaptable: Ability to thrive in a dynamic, fast-paced environment.