(Senior) Relationship Managers – Private Banking
Our client, a well-established privately held North American Wealth Management company with discerning clients around the world seeks several
(Senior) Relationship Managers – Private Banking
to drive the growth of its Zurich office.
Responsibilities
- Actively build, maintain and grow a personal portfolio of high-net worth clients who rely on you for financial advice concerning their families, their private businesses, their charitable intent and their retirement
- Offer financial advice in the areas of investments, financing and insurance products as well as other financial services such as financial planning, retirement plans, inheritance and tax planning and charitable giving
- Continuing cultivation of current client relationships and personal network in view of acquiring new clients
- Regular travel to relevant client market
Requirements
- Solid educational background, preferably with University/FH degree
- At least 5 years experience representing private clients, or the desire and reasonable expectation to be able to acquire such clients
- Ability to win current clients for new employer
- Strong client focus with high service and ethical standards
- Thorough knowledge of financial products and markets
- Broad knowledge of all facets of Wealth Management
- Successful candidate must be comfortable initiating contacts and developing relationships
- Self-starter with entrepreneurial mindset
- Fluent English, German, plus any other languages according to client focus
Perspectives
- Long-term cooperation and support from a well-established company whose work philosophy and entrepreneurial flair allow for flexibility and freedom
- Encouragement to provide thoughtful counsel to the clients with long-term perspective
- Expectation to grow with the organization
