Job offer

Relationship Manager

Here is a brief summary of the job: The Relationship Manager role at UBS involves building and maintaining trusted client relationships, providing strategic advice and working with Client Advisors to develop business. The focus is on developing and managing a client base and identifying business opportunities.

Job description

Relationship Manager

Job details

  • Job type: Full-time
  • Location: Switzerland - Ticino, Switzerland - Zurich
  • Area: Customer consulting / relationship management
  • Global Wealth Management

Tasks

  • Development and maintenance of trustworthy client relationships with a focus on strategic consulting
  • Implement an effective strategy for managing and developing a customer book
  • Definition of advisory processes and agreements that meet the needs of our clients in collaboration with the client advisor
  • Supporting the client advisor in identifying potential business opportunities within their own book
  • Ensure that clients are managed in a way that contributes to an effective risk culture within the team

Requirements

  • Experience in asset management
  • Knowledge of financial products
  • Successful experience in finding solutions
  • Excellent networking and contact building skills
  • Resilient team player with a strong sense of service
  • Very organized, with excellent planning skills
  • Excellent communication skills
  • Fluency in Italian and/or English

We offer

  • New challenges
  • Supporting team
  • Opportunities for growth
  • Flexible working options, if possible
  • Inclusive culture that promotes the diversity of our employees

Job details

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