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Relationship Manager - UK DESK / Swiss based

W ExecutiveZürich, Switzerland

Vor 30+ Tagen

Stellenbeschreibung

Responsibilities

Client Relationship Management : Develop and maintain strong relationships with high-net-worth British 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.
Ensure all activitiesply with regulatory requirements and internal policies.

Qualifications :

Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced degrees or professional certifications (, 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 andmunication skills. Ability to build and maintain long-term client relationships. Strong analytical and problem-solving abilities. Proficiency in 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 amitment to integrity and transparency.

Adaptable : Ability to thrive in a dynamic, fast-paced environment.