Senior Relationship Manager - Swiss Market, Zürich (kreis 11)

Letztes Update 2024-06-14
Läuft ab 2024-07-14
ID #2139161871
80 CHF
Senior Relationship Manager - Swiss Market, Zürich (kreis 11)
Switzerland, Zürich, Zürich,
Geändert May 1, 2024


Job Title:

Senior Relationship Manager - Swiss Markets
Company Overview:

Our client is a renowned Swiss private bank with a strong presence in the Swiss markets. They are seeking an experienced Senior Relationship Manager to join their team in Zurich.
Job Description:

As a Senior Relationship Manager, you will be responsible for the following:
Prospecting and Acquiring Clients:
Identify and acquire new clients and assets from the U/HNWI private client segment in the Swiss markets.
Build and maintain strong relationships with existing clients.

Financial Advisory:
Advise clients on all aspects of their financial needs, including investment strategies, wealth management, and financial planning.

Market Monitoring:
Stay informed about financial markets and trends in international wealth management.
Adapt strategies based on market conditions.

Business Planning:
Define and execute a business plan tailored to the team's clientele and network of relations.

Expected Profile:
Currently working in a private bank, EAM (External Asset Manager), multi-family office, or financial institute.
Minimum 7 years of experience in a similar position.
Managing and owning a portfolio of private clients.
Successful track record in advising and looking after private clients in the Swiss markets.
Strong knowledge of financial products, services, global compliance, and financial markets.
Teams specialized in specific markets are welcomed.



Auftragstyp: Vollzeit
Vertragstyp: Dauerhaft
Gehaltsart: Stündlich
Besetzung: Senior relationship manager - swiss market
Mindest. Gehalt: 30

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    80 CHF / Stündlich


    Selby Jennings

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