Premium Client Account Manager

Job description

Premium Client Account Manager

Your tasks

• Comprehensive consulting and support for a selective portfolio of premium clients, as well as performance monitoring and strategic development
• Structuring and supporting complex asset and real estate structures (inheritances, foundations, etc.)
• Involvement of specialist departments in the development of tailor-made solutions
• Identification of market trends among UHNWIs (ultra-high-net-worth individuals) and implementation of segment-specific measures
• Active participation in the further development of the Premium Clients segment
• Ongoing and systematic handling of liquidity bottlenecks (business loans, real estate loans, succession/transfer, etc.)
• Maintaining and expanding the high-quality network with external and internal partners
• Participation in the support of international customers and in the development of the international network

Our requirements

• Completed banking training or comparable qualification
• Several years of experience in private banking or the financial sector (including wealth management/BFH, FH, university) is an advantage
• Analytical and systematic approach to work, combined with conceptual thinking
• Ambitious personality with development potential for a premium segment
• Strong interest in complex asset and financing structures
• Entrepreneurial thinking, high level of personal responsibility, and structured approach to work
• Confident manner when dealing with very wealthy clients
• Good regional connections in Central Switzerland from Zurich to Lucerne to Zug
• Solid German and good English skills
• Good knowledge of legal and regulatory principles

We offer

Attractive compensation with profit sharing, 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-based compensation: 12 months' salary and a performance bonus based on the achievement of the bank's targets
• Home office and trust-based working hours: Whether in the office or at home—depending on your role, you decide where you work best.
• Vacation days and vacation purchase: At least 28 vacation days and the option to purchase up to 10 additional days