Aktuelle Jobs im Zusammenhang mit Relationship Manager - Zurich - BNP Paribas
-
Relationship Manager
Vor 4 Tagen
Zurich, Schweiz Robert Walters Switzerland VollzeitA prestigious wealth preservation specialist based in Zurich is seeking a Relationship Manager to join their boutique team, offering a unique opportunity to work at the forefront of physical precious metals advisory. This hybrid role blends sophisticated client engagement with hands-on operational responsibilities, allowing you to build and nurture long-term...
-
Assistant Relationship Manager
vor 2 Wochen
Zurich, Schweiz LHH VollzeitFor our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...
-
Relationship Manager
vor 2 Wochen
Zurich, Schweiz Robert Walters Switzerland VollzeitWhat you'll do:As a Relationship Manager in Zurich, you will play a pivotal role in shaping the client journey from initial enquiry through ongoing partnership. Your day-to-day activities will centre around building trust-based relationships with discerning clients who seek expert guidance in wealth preservation through physical precious metals. You will act...
-
Relationship Manager
vor 2 Wochen
Zurich, Schweiz Saxo Bank VollzeitZurich, 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...
-
Assistant Relationship Manager for Market Middle
vor 2 Wochen
Zurich, Schweiz Julius Baer VollzeitAt 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 Eam
Vor 7 Tagen
Zurich, Schweiz Bank Vontobel VollzeitBank Vontobel Zurich, SwitzerlandPosted 23 hours ago Permanent Competitive - Relationship Manager EAM (100%) - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with...
-
Data Relationship Manager
vor 1 Woche
Zurich, Schweiz FE fundinfo Vollzeit**FE fundinfo** is looking to recruit a **Data Relationship Manager (hybrid working)** FE fundinfo is a global leader in investment fund data and technology. We are proud of our vast, diverse, and highly skilled team, who help to make our industry Better Connected and Better Informed. We are currently recruiting for a Data Relationship Manager (DRM) to join...
-
Assistant Relationship Manager Private Banking
vor 1 Woche
Zurich, Schweiz Finders SA Vollzeit**Client**: A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international...
-
Cross Unit Relationship Manager Booking Center
vor 1 Woche
Zurich, Schweiz Julius Baer VollzeitAt 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 Cross Unit Relationship Manager (CURM) is the primary point of contact of RMs located in another legal entity of the...
-
Relationship Manager
vor 2 Wochen
Zurich, Schweiz Globalance Bank VollzeitWIR SUCHEN DICH! **Relationship Manager (HNWI)**: 80-100 % in Zürich - per sofort **Deine Rolle in fünf Sätzen**: - Du bist ein leidenschaftlicher Akquisiteur und hast Freude daran, ein eigenes Kundenbuch für eine der schnellst wachsenden Privatbank in der Schweiz aufzubauen. - Du bist agil und motiviert, den Markt mit eigenen Akquisitionsideen zu...
Relationship Manager
vor 20 Stunden
RELATIONSHIP MANAGER - WM (JOB NUMBER: WM000066)
**DAILY WORK**:
**Function**:
Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market and a holistic offering of BNPP’s Wealth Management products and services.
**Responsibilities**:
Marketing & Sales:
- Design and implement a marketing strategy intended to develop current relationships and generate new business;
- Develop a base of prospective clients in scope and expand market share;
- Develop a sales and marketing strategy for each prospect;
- Answer to client needs by maintaining a phone call program, by regularly reviewing the plan/strategy and monitoring new business results with assigned revenues and NNC objectives;
- Involve our group’s specialists from other divisions in order to improve our client service;
- Review client portfolios with the defined targets and act as a trusted financial advisor by presenting diversified strategies and using the full range of BNPP’s Wealth Management products and services;
- Cross-selling of other products and services offered by the Bank (e.g., Investment Banking, Asset Management);
- Ensure that current clients and prospects meet the Bank’s client suitability standards;
- Open new accounts by ensuring that the proper documentation has been obtained.
Profitability:
- Contribute to the target setting process to ensure that financial goals are achievable;
- Manage annual asset, revenue and expense budget to ensure that financial targets are met;
- Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Service:
- Contribute to the target setting process to ensure that financial goals are achievable;
- Manage annual asset, revenue and expense budget to ensure that financial targets are met;
- Maintain client relationships and proactively find solutions to meet client financial needs and objectives
**Function**:
Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market and a holistic offering of BNPP’s Wealth Management products and services.
**Responsibilities**:
Marketing & Sales:
- Design and implement a marketing strategy intended to develop current relationships and generate new business;
- Develop a base of prospective clients in scope and expand market share;
- Develop a sales and marketing strategy for each prospect;
- Answer to client needs by maintaining a phone call program, by regularly reviewing the plan/strategy and monitoring new business results with assigned revenues and NNC objectives;
- Involve our group’s specialists from other divisions in order to improve our client service;
- Review client portfolios with the defined targets and act as a trusted financial advisor by presenting diversified strategies and using the full range of BNPP’s Wealth Management products and services;
- Cross-selling of other products and services offered by the Bank (e.g., Investment Banking, Asset Management);
- Ensure that current clients and prospects meet the Bank’s client suitability standards;
- Open new accounts by ensuring that the proper documentation has been obtained.
Profitability:
- Contribute to the target setting process to ensure that financial goals are achievable;
- Manage annual asset, revenue and expense budget to ensure that financial targets are met;
- Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Risk management:
- Responsible for managing the risks of its goodwill: suitability, operational, cross-border, compliance and documentation
- Ensures that procedures are followed in managing the client relationship
- Ensures compliance with the code of conduct
**PROFILE**:
**Knowledge & skills**:
- Multi-lingual (written and oral):(English, French, German, Spanish or other depending on markets covered);
- Strong knowledge of financial instruments and markets;
- Strong sales and marketing skills ;
- Ability to work within a multicultural team;
- Strong written and oral communication skills;
- Great capacity to resolve problems ;
- Large knowledge of all Wealth Management products and services including risk policies, guidelines and procedures;
- Complete understanding and adherence of regulatory requirements when marketing the Bank’s products and services;
- Ability to demonstrate good time management skills.
**Experience**:
- financial services experience in a client maintenance role; university degree;
- Further education in financial markets of advantage.
**Why join us ?**
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to t
