Relationship Manager
vor 1 Woche
- 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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