Relationship Manager

Job description: Relationship Manager

Tasks

• Responsible for the acquisition and servicing of high net worth individuals in the Southeast and Central U.S. regions and U.S. taxpayers living outside the United States
• Acquisition of new HNWI private clients
• Further development of a prospect network
• Within the regulatory framework: advising and supporting private clients in all aspects of wealth management and investment advice
• Working with our internal investment management team to ensure a consistent service to our clients

Requirements

• At least 8+ years of professional experience as a Relationship Manager
• Convincing and self-confident appearance and pleasant manners
• Highly developed customer orientation and high risk awareness (regulatory and legal knowledge)
• Project management skills as a supporter to align internal and external stakeholders
• Excellent / good oral and written communication skills in English (language level C2), as well as eloquent speaking skills
• Ability to work in a team, flexibility, motivation, goal-oriented and independent working style
• A committed team player with a high level of personal integrity and service orientation, as well as a critical thinker
• A self-motivated personality with a hands-on mentality
• Future-oriented and open to change in order to create new opportunities

We offer

• Top location in Zurich with collaboration rooms (including roof terraces) and free lunch
• Friendly, diverse team in an open office with "dancing walls"
• All the latest technology to support you in your work and advance your career
• Agile environment in our way of thinking, our way of working and our trust in each other
• Flat hierarchy with collaboration at all levels
• Campus atmosphere and collaborative spirit