Relationship Manager

vor 1 Tag


Zurich, Schweiz Amicum Capital AG Vollzeit

Amicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe.

The company is registered in Zurich in 2016 and controlled by its management.

**Amicum Capital helps its clients to**:

- manage financial investments deposited at leading Swiss banks;
- finance large purchases (private jets, yachts, real estate etc.);
- structure their wealth and plan the transfer of their capital to future generations;
- plan and execute private equity and real estate investments.

Tasks

**Refined Responsibilities for Different Expertise Levels**:
As a valued member of our team, your role will evolve in accordance with your expertise and seniority. You'll find ample opportunities to make a meaningful impact and build lasting relationships with our clients. Your responsibilities encompass:
**For All Levels**:

- Strategic Advisory: Cultivate trust with clients and prospects through insightful recommendations encompassing a diverse range of products and services.
- Client-Centric Approach: Foster an intimate understanding of clients' needs, preferences, and historical interactions. Stay attuned to changes in the business landscape and client demands, responding promptly and effectively.
- Portfolio Management: Take charge of client portfolios, assuming the role of the relationship lead to ensure exceptional client experiences.
- Collaborative Expertise: Collaborate with internal and external experts to seamlessly deliver comprehensive solutions, incorporating investment tasks, credit, banking, and other professional services.
- Administrative Proficiency: Provide essential administrative support that underpins the efficiency and efficacy of client interactions.
- Client Onboarding: Facilitate seamless onboarding experiences by guiding clients through the necessary KYC documentation processes, ensuring adherence to AML, Compliance, and other regulatory standards.
- Account Management: Execute meticulous account opening procedures to lay the foundation for enduring client relationships.
- Effective Communication: Maintain an open channel of communication with both clients and financial institutions, ensuring consistent and timely updates.
- Regulatory Adherence: excellent compliance with legal and regulatory requisites to guarantee ethical and lawful practices.

**For Senior Profiles**:
**New Client Acquisition**: Drive the growth of our clientele by actively pursuing and onboarding new clients, employing your business development prowess.

These roles offer not only a chance to excel within your current expertise level but also to ascend into more senior positions, amplifying your impact on our clients and our team.

Join us in redefining client relationships and financial success. Your expertise will be pivotal in delivering exceptional value to our clients and contributing to the ongoing growth of our organization.

**Requirements**:
To strengthen our team we are looking for a highly motivated Relationship Manager.

You will be part of a Team based in Zurich and will be responsible for establishing long-term mutually beneficial client relationships, provide service excellence to meet our clients’ complex and very demanding needs, objectives and expectations. You will become responsible for developing existing and new relationships and contribute to company’s revenue growth. In the same time, you have to adhere to the highest compliance standards based on Swiss regulatory environment and make sure that other team members follow established compliance procedures.

**Requirements**:

- higher economic education;
- 3 to 5 years of banking experience in Ultra High Net Worth and high risk (CIS markets) client segments;
- fluency in English, knowledge of Russian or Ukrainian will be a plus,
- excellent computer user skills,
- reliable team player with sense of responsibility and the ability to adapt to changing demands,
- ability to work efficiently under pressure and multiple priorities,
- willingness to work with a flexible time schedule.

**Benefits**:
Amicum Capital offers challenging, diverse and supportive working environment with unlimited growth potential.



  • Zurich, Schweiz Albedis Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A **JUNIOR RELATIONSHIP MANAGER** POSITION BASED IN ZURICH **ASSIGNMENT DESCRIPTION**: - Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs - **Develop your own** network for client...


  • Zurich, Schweiz Robert Walters Switzerland Vollzeit

    We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market.Assistant Relationship Manager (Private Banking)About the role:You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:Client Support & AdministrationAssist in day-to-day servicing of...


  • Zurich, Schweiz Robert Walters Switzerland Vollzeit

    We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market.Assistant Relationship Manager (Private Banking)About the role:You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:Client Support & AdministrationAssist in day-to-day servicing of...


  • Zurich, Schweiz Robert Walters Switzerland Vollzeit

    We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market. Assistant Relationship Manager (Private Banking) About the role: You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include: - Client Support & Administration - Assist in day-to-day...


  • Zurich, Schweiz Convera Vollzeit

    Digital Relationship Manager - Zurich, Switzerland - Are you excited about an opportunity to interact and manage a portfolio of clients offering them ground-breaking digital solutions? How about working for a global company where you can offer business-to-business client’s digital solutions in a wide range of currencies on an ever-growing platform? Join...


  • Zurich, Schweiz Robert Half Vollzeit

    **Customer Relationship Manager (m/w/d) **gesucht** - Für unseren Kunden, ein Unternehmen mit Sitz in Zürich suchen wir ab sofort einen Customer Relationship Manager (w/m/d). Bei der Position handelt es sich um eine direkte Festanstellung bei unserem Kunden. Die Betreuung und Vermittlung sowie alle unsere weiteren Serviceleistungen sind für Sie als...


  • Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

  • Relationship Manager

    vor 2 Wochen


    Zurich, Schweiz Saxo Bank Vollzeit

    Zurich, Switzerland 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...


  • Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Zurich, Schweiz Citi Vollzeit

    **Equal Opportunity** We recognize talent comes from a wealth of experience and ideas beyond just the technical specifications of a role. If you feel like you can make a meaningful impact even if you don’t necessarily check all the listed requirements, **_please still consider applying_**. Diversity of experience and skills supplemented with drive are...