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Senior relationship manager southern europe 100%

Zürich
Freestar
Inserat online seit: 12 September
Beschreibung

Responsibilities: Manage and grow a private client portfolio consisting of high-net-worth and ultra-high-net-worth individuals from Southern Europe (e.g. Italy, Spain, Portugal, Greece) 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 15 years of successful experience as a Relationship Manager or Private Banker serving clients from Southern 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 Southern Europe 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 are a seasoned private banker with strong relationships in Southern Europe and a proven track record of delivering client-focused wealth management solutions, we would be delighted to hear from you. Please do not hesitate to get in touch with Stefan Niederer. Send him your full records (CV, Reference letters and Diploma) by email to. For further information about this position, feel free to contact him via jid01ec121a jit0937a jiy25a

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