Relationship Manager

Tasks

• As part of the Private Banking Relationship Management Team in Switzerland, you will support the Private Clients segment
• You serve as a key link between the relationship team and the investment process and are part of the Investment Plan for the Private Clients Segment (m/f/d), Business Specialty, and Private Clients Segment
• You will actively serve as a relationship manager and possess the necessary skills in new business development and cross-selling
• You advise your clients on the execution of complex product transactions in collaboration with the internal sales teams
• You will be responsible for strategic positioning and targeting the right customers, taking the market environment into account
• You will participate in training courses and regular professional development sessions in private or retail banking and banking processes
• You identify clients' needs and oversee their operational implementation in accordance with regulatory requirements in the private banking sector

Requirements

• Advanced degree in Business Informatics, Computer Science, Banking & Finance, or a comparable qualification
• A strong understanding of the analysis of sales strategies and key performance indicators
• An introduction to asset and/or investment strategy
• Proficiency in Excel
• Knowledge of analyzing and evaluating financial data
• A high degree of independence, dedication, ability to work in a team, and strong communication skills
• Strong language skills in German, English, and French; knowledge of other foreign languages is a plus
• A confident demeanor and a passion for collaborating with national teams
• A strong customer focus and a willingness to continuously develop one's skills
• Knowledge of compliance and regulations
• A strong network in the financial industry
• A high degree of initiative and commitment
• A deep understanding of customers' needs
• Strong knowledge of financial analysis and valuation
• A confident demeanor and a passion for collaboration
• A strong professional network in the financial industry
• A high degree of personal responsibility and commitment