Relationship Manager

Vor 4 Tagen

Zürich, Zürich, Schweiz KT Executive Search AG Vollzeit

For a leading international bank in Switzerland, we are looking for a Wealth Management Senior Relationship Manager to develop the Swiss market. In this role, you will serve as the key contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, embodying the bank's values both externally and internally.

Key Responsibilities:

As Relationship Manager, you will nurture and leverage your existing network to acquire (U)High-Net-Worth individuals from Switzerland, while providing customised investment solutions.

Skills and Qualifications:

  • Minimum of 4-5 years of experience in wealth management, advising Swiss U/HNWIs and managing substantial portfolios.
  • Proven ability to build and maintain new relationships with (U)High-Net-Worth Swiss clients through your network.
  • Knowledge of local and global financial markets, and economic trends.
  • Experience in investment advisory and portfolio management is a plus.
  • Flexibility to travel as required.

This position will be based in Zurich, Geneva, Lucerne, Bern, Basel or Lugano.

Candidates with lateral profiles from Investment Banking, Corporate Banking and other relevant fields, with proven access to U/HNWI networks in Switzerland, are also welcome to apply.

For opportunities in other locations, please feel free to reach out to: -

Client Advisor #Private banker #Investment Consultant #Investment Advisor #kundenberater #Vermögensberater

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