Senior Relationship Manager - Italian Market
Job Title : Relationship Manager (Italian Market)
Location : Zurich, Switzerland
About Us : The role is with a leading private bank with a strong presence in Zurich. They are committed to providing exceptional service to clients and fostering long-lasting relationships.
As they expand their team, they are seeking experienced Relationship Managers to join them.
Role Overview : As a Relationship Manager, you will be responsible for managing and growing your portfolio of Italian clients.
Your role will involve building strong relationships, understanding client needs, and providing tailored financial solutions.
You will also be responsible for onboarding new clients and developing a robust business case for your portfolio.
Key Responsibilities :
Client Relationship Management :
Cultivate and maintain relationships with Italian clients, ensuring their satisfaction and addressing their financial needs.
Understand clients' investment goals, risk tolerance, and preferences.Provide personalized advice and recommend suitable financial products and services.
Business Development :
Identify opportunities to expand the client base by prospecting and networking.Develop a strategic business plan to attract new Italian clients.
Collaborate with internal teams to enhance client experience and drive growth.
Onboarding and Client Services :
Lead the onboarding process for new clients, ensuring a smooth transition.Coordinate with various departments to fulfill client requests promptly.
Monitor client portfolios and proactively address any issues.
Financial Analysis and Reporting :
Prepare detailed business cases for client portfolios, including revenue projections, risk assessments, and growth strategies.
Regularly review portfolio performance and provide performance reports to clients.
Qualifications :
- Bachelor's degree in Finance, Business, or a related field.
- Proven experience as a Relationship Manager, preferably with Italian clients.
- Strong understanding of financial products and investment strategies.
- Excellent communication and negotiation skills.
- Fluency in Italian and English (additional languages such as German or French are a plus).
If you are passionate about building client relationships, and have a strategic mindset, we encourage you to apply!
Senior Relationship Manager Deutschland, ohne Business Case 100% (m/w/d)
Als Relationship Manager betreuen Sie Ihre Kunden in vielen Anlage- und Finanzfragen. Sie verfügen über mehr als sechs Jahre Erfahrung im Private Banking als Relationship Manager und haben Privatkunden aus Deutschland erfolgreich betreut. ...
Senior Relationship Manager - Italian Market
Job Title: Relationship Manager (Italian Market). As a Relationship Manager, you will be responsible for managing and growing your portfolio of Italian clients. Proven experience as a Relationship Manager, preferably with Italian clients. As they expand their team, they are seeking experienced Relat...
Senior Relationship Manager - Nordic Markets
Very good knowledge of products, services, global compliance aspects and financial markets. Teams specialized on specific markets are welcomed. ...
Senior Relationship Manager HNWI / UHNWI mit Partneroption (m/w)
Senior Relationship Manager/in HNWI/UHNWI. Sie steigen als Senior Relationship Manager oder Partner ein und verfügen über akquisitorisches Potenzial und langjährige Erfahrung. Private Banker als Partner für Schweizer Asset Manager mit Family Office. Wie bei unabhängigen Assetmanagern üblich, bleiben...
Senior Relationship Manager „Financial Institutions Deutschschweiz“ (m/w/d)
Senior Relationship Manager „Financial Institutions Deutschschweiz“ (m/w/d). Wir werden uns an verkaufsstarke und ambitionierte Senior Banker, die sich über eine fundierte höhere Aus- und Weiterbildung im Bankgeschäft ausweisen können, und über einen fundierten Leistungsausweis in der Kundenakquisit...
Senior Relationship Manager/in - HNWI-Kundschaft Schweiz
Senior Relationship Manager/in - HNWI-Kunden Schweiz. ...
Relationship Manager (Swiss market)
For our client, a Swiss Private Bank, we are seeking a dynamic and experienced Relationship Manager to join the Swiss desk in Zurich. Client Relationship Management:. Develop and maintain strong relationships with high-net-worth Swiss domicile clients, understanding their financial needs and objecti...
Senior Client Relationship Manager
Are you fed up with constant changes in structures, management and strategy at your present employer?.Then you may like to join our team where you can work free and independent without involvement into micromanagement.A solid existing client book with growth potential.An extensive network of core af...
Relationship Manager (Swiss market)
For our client, a Swiss Private Bank, we are seeking a dynamic and experienced Relationship Manager to join the Swiss desk in Zurich. Client Relationship Management:. Develop and maintain strong relationships with high-net-worth Swiss domicile clients, understanding their financial needs and objecti...
Senior Relationship Manager / Co-Partner for Swiss wealth manager serving women and families
Have you ever thought about becoming self-employed with your clients as Senior Relationship Manager? We support you in this journey in our flexible and women-focussed platform Marmot, with our digital fintech brand Marmot and our established Multi-Family-Office Brand Marmot Invest AG. Take control o...