Relationship Manager Eastern Europe 100% (a)
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Overview
Our client is an independent Swiss financial services firm with a legacy spanning over seven generations. This boutique specializes in wealth management, asset management, and private markets. With offices in Zurich and Geneva, it is regulated by FINMA as a securities firm and serves clients across EMEA and Latin America through a global partner network. Known for its entrepreneurial spirit, pragmatic approach, and commitment to long-term asset growth, the firm offers tailored investment solutions that align with clients' objectives. Its team combines deep financial expertise with a shared set of values, fostering a culture of trust, agility, and innovation. They are now looking to strengthen the private wealth division with an experienced and successful personality.
Responsibilities
* Manage and grow a private client portfolio consisting of high-net-worth and ultra-high-net-worth individuals from Eastern European markets.
* Actively develop new client relationships in the region, including regular travel for business development and client meetings.
* Deliver tailored financial advice, investment strategies, and bespoke solutions to meet a wide range of client needs.
* Collaborate with internal specialists across investment management, wealth planning, and advisory services to provide holistic solutions.
* Maintain strict adherence to internal policies and regulatory standards applicable in both Switzerland and the clients' jurisdictions.
Requirements
* At least 10 years of successful experience as a Relationship Manager or Private Banker serving clients from Eastern European countries.
* Demonstrated success in client acquisition and retention within the target region.
* Proven ability to generate revenue and attract new assets under management (AuM).
* Strong understanding of the financial, legal, and regulatory landscape in Eastern European markets.
* In-depth knowledge of investment products, private banking services, global compliance considerations, and financial markets.
* Excellent interpersonal and communication skills, with a strong ability to build trust and maintain long-term client relationships.
If you see yourself as a responsible, hardworking, and professional individual ready for an interesting challenge with various learning opportunities, then please contact Stefan Niederer. Send your full records (CV, reference letters, and diploma) by email to sniederer@freestar.ch. For further information, feel free to call +41 41 784 18 86.
Address:
Freestar-People AG
Stefan Niederer
Bösch 82
6331 Hünenberg
Phone: 041 784 18 86
Email: sniederer@freestar.ch
Additional Details
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Sales and Business Development
* Industries: Staffing and Recruiting
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