Job Title: Senior Relationship Manager - Swiss Markets
Company Overview: Our client is a renowned Swiss private bank with a strong presence in the Swiss markets. They are seeking an experienced Senior Relationship Manager to join their team in Zurich.
Job Description: As a Senior Relationship Manager, you will be responsible for the following:
Prospecting and Acquiring Clients:
- Identify and acquire new clients and assets from the U/HNWI private client segment in the Swiss markets.
- Build and maintain strong relationships with existing clients.
Financial Advisory:
- Advise clients on all aspects of their financial needs, including investment strategies, wealth management, and financial planning.
Market Monitoring:
- Stay informed about financial markets and trends in international wealth management.
- Adapt strategies based on market conditions.
Business Planning:
- Define and execute a business plan tailored to the team's clientele and network of relations.
Expected Profile:
- Currently working in a private bank, EAM (External Asset Manager), multi-family office, or financial institute.
- Minimum 7 years of experience in a similar position.
- Managing and owning a portfolio of private clients.
- Successful track record in advising and looking after private clients in the Swiss markets.
- Strong knowledge of financial products, services, global compliance, and financial markets.
- Teams specialized in specific markets are welcomed.
