Premium Client Account Manager

Job description

Customer Advisor, Premium Clients, 80–100%, starting immediately

Your tasks

• Comprehensive support and management of a selective portfolio of premium clients, as well as its renewal/monitoring and strategic development
• Structuring and supporting complex asset and investment portfolios beyond traditional products
• Introduction of specialist departments for the development of customized solutions
• Identification of market opportunities and trends in the UHW/institutional and regulatory environment
• Active participation in the further development of the Premium Clients segment

Our requirements

• Completed banking training or comparable qualification
• Higher education and training (university, technical college, university) is an advantage
• Several years of experience in private banking or in providing asset, investment, and financing advice to discerning clients
• Strong analytical and conceptual skills for a premium segment
• Strong interest in complex asset structures and institutional issues
• Entrepreneurial thinking, high level of personal responsibility, and structured approach to work
• Confident interactions with highly affluent and prominent individuals
• Good regional networking and advantageous at headquarters
• Very good German and good English skills
• Good knowledge of legal and regulatory requirements and willingness to engage in continuous professional and personal development

We offer

Attractive compensation with performance-based elements, exclusive banking products, and a solid retirement plan. Flexible working models enable you to achieve the best possible balance between your career and your private life.

Why Zuger Kantonalbank?

• Performance-related remuneration
• Home office and trust-based working hours
• Vacation days and vacation shopping