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Relationship manager (swiss market) - permanent

Zürich
Festanstellung
Collective.work
Inserat online seit: Veröffentlicht vor 5 Std.
Beschreibung

H3Job description /h3 Salary: 180kCH pWe are conducting a confidential search on behalf of an international, multidisciplinary wealth management firm. Backed by a prominent banking group with over 50 years of private banking expertise, our client operates as an independent unit with entities in Switzerland and the USA. Placing clients’ interests at the absolute core of its approach, the firm delivers unbiased advice and comprehensive wealth solutions under the strict supervision of FINMA. /p pThis role offers a unique opportunity to work within an institution deeply committed to confidentiality, regulatory excellence, and long-term value creation for its clientele. /p pstrongMain Responsibilities /strong brAs a Relationship Manager, you will act as the primary contact for clients across Switzerland, dedicated to building and maintaining long-term relationships rooted in trust and discretion. By deeply understanding each client’s unique financial profile and objectives, you will coordinate tailored wealth management solutions leveraging the firm's multidisciplinary expertise. /p pYou will play a key role in strengthening the firm's reputation by delivering premium service, ensuring alignment with regulatory expectations, and promoting solutions designed to preserve and grow clients’ assets over time. /p pemYour day-to-day responsibilities will include: /em /p ul li pConducting client meetings and ensuring meticulous, ongoing relationship follow-up. /p /li li pAssessing financial situations and collaborating internally to structure suitable, bespoke wealth strategies. /p /li li pSupporting seamless client onboarding processes and ensuring accurate documentation and record maintenance. /p /li li pMonitoring market developments and regulatory shifts to provide clients with relevant, timely insights. /p /li li pIdentifying business development opportunities across Switzerland and actively expanding the client network. /p /li li pEnsuring full, rigorous adherence to FINMA regulations and internal compliance standards. /p /li li pCoordinating with internal specialists to deliver holistic support across all aspects of wealth management. /p /li /ul h3Requirements /h3 ul li pstrongEducation: /strong No specific educational background is mandated; practical experience and exceptional interpersonal skills are valued equally. /p /li li pstrongExperience: /strong A proven track record in client relationship management, preferably within the financial services or investment sector. /p /li li pstrongLanguages: /strong Strong communication skills in English are required; proficiency in German, Spanish, or other languages is a strong plus. /p /li li pstrongProfile: /strong A proactive, highly driven professional with a genuine passion for premium client service and financial markets. /p /li /ul

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