Client Manager

Vor 7 Tagen

Zurich, Schweiz ROCKEN Vollzeit

Unser ROCKEN Partner ist ein weltweit führender Vermögensverwalter mit starken Kompetenzen im Investment Banking und Private Banking. Unser Partner ist Global tätig und ist stets auf der Suche nach motivierten Mitarbeitenden, die die Zukunft der Kundinnen und Kunden unseres Partners mitgestalten möchten.

**Deine Verantwortung**:

- Du bist für die ganzheitliche Kundenbetreuung von UHNWI Kunden zuständig.
- Du bist im Privat
- und Firmenkundensegment zuständig für die Beratung und das Lifecycle Management der Kunden unseres Partners
- Du organisierst, koordinierst und leitest Kundentermine.
- Du interagierst mit den Kunden täglich in Bezug auf Zahlungen, Trades und das Lifecycle-Management
- Du agierst als zentrale Anlaufstelle innerhalb des Front Office für die Client On-Boarding-/Compliance-Funktionen in Bezug auf das Onboarding und die Dokumentationsanforderungen

**Deine Skills**:

- Du bringst eine abgeschlossene Berufsbildung als Kaufmann in der Bank mit und hast einen Universitätsabschluss im Banking & Finance o.ä.
- Du hast mindestens 3 Jahre Berufserfahrung als Assistant Relationship Manager für HNWI / UHNWI Kunden oder in einem ähnlichen Bereich sammeln können.
- Du bringst ein breites betriebswirtschaftliches Wissen mit.
- Du hast eine lösungsorientierte Vorgehensweise und bringst ein hohes Mass an Engagement mit.
- Deine sehr guten Deutsch
- und Englischkenntnisse runden Dein Profil ab.

**ROCKEN Jobs**:
**Profil erstellen**:
2 - 5 years

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