Senior Relationship Manager

vor 2 Stunden

Zürich, Zürich, Schweiz SwissGlobal Private Wealth AG Vollzeit

Company Description

SwissGlobal is a FINMA Licenced Asset Management company incorporated in Switzerland, providing tailored solutions for institutions and private individuals globally. We aim to fulfill clients' objectives of capital preservation and wealth management by offering unbiased advice and portfolio management expertise. Located in Switzerland, we develop and execute financial solutions tailored to individual needs.

Role Description

This is a full-time hybrid role for a Senior Relationship Manager at SwissGlobal Private Wealth AG. The role is primarily located in Zurich but allows for some work from home. The Senior Relationship Manager will be responsible for managing client relationships, understanding their financial goals, and developing customized investment solutions.

Qualifications

  • Strong Relationship Management, Communication, and Negotiation skills
  • Experience in Wealth Management and Financial Advisory.
  • Leverage your existing client book to strengthen the company's market presence and assets under management.
  • Identify new business opportunities through networking and referrals.
  • A portable client book with demonstrable, active relationships.
  • Knowledge of Investment Strategies and Portfolio Management
  • Ability to analyze and assess client needs effectively
  • Fluency in English and German
  • Certifications such as CFA or CFP are a plus

What We Offer:

  • A supportive and entrepreneurial environment where your success is our success.
  • Competitive compensation package with performance-based incentives.
  • Access to top-tier products, research, and support to help grow your book.
  • Flexibility and autonomy to manage client relationships your way.

Apply Now

If you're ready to take your career — and your clients — to the next level, we'd love to hear from you. Send your resume to or apply via LinkedIn.

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