Relationship Manager (Swiss market)

Job Description

For our client, a Swiss Private Bank, we are seeking a dynamic and experienced Relationship Manager to join the Swiss desk in Zurich.

The successful candidate will be responsible for managing and growing a portfolio of high-net-worth Swiss domicile clients, providing exceptional financial advice and personalized banking services.

Key Responsibilities :

• Client Relationship Management : Develop and maintain strong relationships with high-net-worth Swiss domicile clients, understanding their financial needs and objectives.
• Portfolio Management : Manage and grow a portfolio of clients, ensuring their banking and investment needs are met with tailored solutions.
• Financial Advisory : Provide expert financial advice on a range of products and services, including wealth management, investment strategies, and estate planning.
• Client Acquisition : Identify and acquire new high-net-worth clients through networking, referrals, and business development activities.
• Customer Service : Deliver exceptional customer service, ensuring client satisfaction and loyalty.
• Compliance : Ensure all activities comply with regulatory requirements and internal policies.

Requirements

• Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.g., CFA, CFP) are a plus.
• Experience : Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.
• Skills :
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Excellent interpersonal and communication skills.
• Ability to build and maintain long-term client relationships.
• Strong analytical and problem-solving abilities.
• Proficiency in German and English, knowledge of additional languages is an advantage.

Personal Attributes :

• Client-Focused : A passion for delivering exceptional service and financial solutions to clients.
• Proactive : Self-motivated and driven to achieve targets and grow the client portfolio.
• Ethical : High ethical standards and a commitment to integrity and transparency.
• Adaptable : Ability to thrive in a dynamic, fast-paced environment.

Requirements

Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (e.

g., CFA, CFP) are a plus. Experience : Minimum of 5-8 years of experience in private banking or wealth management, with a proven track record of managing high-net-worth clients.

Skills : Strong understanding of financial markets, investment products, and wealth management strategies. Excellent interpersonal and communication skills.

Ability to build and maintain long-term client relationships. Strong analytical and problem-solving abilities. Proficiency in German and English, knowledge of additional languages is an advantage.

Personal Attributes : Client-Focused : A passion for delivering exceptional service and financial solutions to clients. Proactive : Self-motivated and driven to achieve targets and grow the client portfolio.

Ethical : High ethical standards and a commitment to integrity and transparency. Adaptable : Ability to thrive in a dynamic, fast-paced environment.