Relationship Manager:in UHNWI

Job description

Relationship Manager:in UHNWI 80% -100% | Sales and Client Advisory | Zurich | Experienced professional

Tasks

• Holistic advice and support for clients at the asset level, development and implementation of client solutions including consideration of bankable assets as well as non-bankable assets
• Development of customized solutions together with internal specialists
• Active support and management of "deal teams" to bring comprehensive client cases to a successful conclusion
• Continuous and systematic development of the internal and external network in order to generate sustainable growth

Requirements

• Several years of sales experience in private banking, preferably in the UHNW segment or in a related demanding client field
• Higher basic education (university, university of applied sciences) and further qualifications (MBA, CFA, AZEK, etc.) in finance
• An established network with UHNWI French-speaking clients in Switzerland is considered very relevant
• Ideally specialized knowledge in at least one of the following categories: Asset management, capital markets, complex financing, in-depth tax knowledge, legal knowledge in relation to succession and asset structuring issues, support for liquidity events
• Ability to work together to find the best solutions for customers
• Fluent in French and German, other languages an advantage

We offer

• Exciting field of activity in a highly interesting area of private banking
• An excellent customer and performance-oriented working atmosphere with professional and competent colleagues
• Work on challenging and relevant issues in close cooperation with internal interfaces
• Diverse development opportunities, both professionally and personally
• Be part of a strong, bank-wide networked and valued team