Relationship Manager, CIS Clients

vor 1 Woche

Zürich, Zürich, Schweiz Delta Executive Search Vollzeit CHF 120'000 - CHF 240'000 pro Jahr

Our client, a tier 1 bank, is seeking an experienced Senior Private Banker to focus on covering CIS clients, particularly from Kazakhstan. The individual would be based in either Switzerland, London or Luxembourg

This role is focused on building a portfolio of high-net-worth (HNWI) and ultra-high-net-worth (UHNWI) clients. The successful candidate will leverage a comprehensive suite of private banking and wealth management products, including lending, to deliver bespoke financial strategies aligned with client objectives

Key Responsibilities:

  • Develop and manage a diverse portfolio of particularly Kazakhstan HNWI/UHNWI clients ensuring tailored wealth management solutions that meet their financial goals

  • Our client would also be interested in an individual with a portfolio of clients from Uzbekistan, Azerbaijan, Georgia or Armenia, in addition to a focus on Kazakhstan

  • Identify and cultivate new client relationships within the market, demonstrating expertise in client acquisition and relationship building

  • Provide personalized strategies, leveraging the bank's full suite of products and services, including lending

  • Act as a subject matter expert on the relevant regions, ensuring deep cultural and financial knowledge to deliver exceptional client service

Qualifications
:

  • Minimum of 8 years of experience in private banking, wealth management, or a related field, with a proven track record of managing HNWI/UHNWI clients

  • Demonstrated success in client acquisition and portfolio growth within the CIS market

  • Candidates should have an existing transferable portfolio of CIS clients

  • Strong understanding of financial products and services, including lending and wealth management solutions

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