Relationship Manager

vor 1 Woche


Zürich, Zürich, Schweiz Michael Page Vollzeit
  • Verwaltung eines bestehenden Portfolios von Vermögenswerten für Schweizer (U)HNWI-Kunden/-innen.
  • Hauptansprechpartner/-in für Kunden/-innen, proaktive Kommunikation und Antizipation ihrer Bedürfnisse.
  • Aufbau und Stärkung langfristiger Beziehungen durch ein tiefes Verständnis der finanziellen Ziele und massgeschneiderte Lösungen.
  • Unterstützung der Kunden/-innen bei der Vermögensverwaltung.
  • Ganzheitliche und praxisnahe Beratung für die anspruchsvolle Klientel.
  • Weiterentwicklung von Investmentdienstleistungen zur Maximierung der Kundenzufriedenheit.
  • Vertrauenswürdige Beratung mit Fokus auf Transparenz und Klarheit in finanziellen Angelegenheiten.
  • Anwendung von Fachwissen in den Bereichen Vermögensaufbau, -verwaltung und -übertragung.
    • 10+ Jahre Erfahrung als Relationship Manager / Account Manager in der eigenständigen Betreuung eines (U)HNWI-Kundenportfolios.
    • Geschickt in der Identifikation von Kundenbedürfnissen, der Bereitstellung massgeschneiderter Finanzberatung sowie in der Vermittlung von Markt- und Portfolio-Updates.
    • Nachgewiesene Fähigkeit, starke und vertrauensvolle Kundenbeziehungen aufzubauen und zu pflegen.
    • Ausgeprägte organisatorische Fähigkeiten, hohe Detailgenauigkeit und ein starkes Engagement für Risiko- und Compliance-Standards.
    • Anpassungsfähig, proaktiv und pragmatisch mit einer kundenorientierten Denkweise.
    • Hervorragende Kommunikations- und zwischenmenschliche Fähigkeiten, um mit einer vielfältigen Kundschaft in Kontakt zu treten.
    • Fliessend in Deutsch, Französisch und Englisch; weitere Sprachen von Vorteil.
      • Home Office Möglichkeiten
      • Moderne, neu gestaltete Büros (New Work-Konzept)
      • Attraktive Pensionskasse und Zusatzleistungen
      • Marktgerechte Entlöhnung

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