Client Relationship Manager

Titans Consulting AG; Zürich; Vor Ort; CHF 100’000 - 150’000; Vollzeit

Zusammenfassung

A wealth management firm in Zurich seeks a Business Development professional focused on acquiring and developing relationships with high-net-worth individuals. This role involves building a substantial client book, ensuring compliance with regulatory standards, and actively contributing to business development strategies. Ideal candidates will possess excellent communication skills, a strong professional network, and a degree in a relevant field. The position offers attractive compensation and an international working environment.

Leistungen

Opportunity to build own client book

Short decision-making paths

Attractive compensation model

Modern office in central Zurich

Qualifikationen

• Active network of potential HNWI clients and ability to expand this network.
• Willingness to deepen knowledge of regulatory environments.
• Experience in Wealth Management or Private Banking is a plus.

Aufgaben

• Acquire and develop HNWI client relationships.
• Build a client book of at least USD 20 million in the first year.
• Ensure compliance with regulatory requirements.

Kenntnisse

Excellent interpersonal and communication skills

Entrepreneurial, results-oriented mindset

Understanding of investment products

Ausbildung

University degree in economics, finance, technology, business administration, law

Jobbeschreibung

Titans Consulting is an independent wealth manager based in Zurich. We focus on providing bespoke asset management and family office services to a high-net-worth clientele. To further grow our business, we are strengthening our Business Development team.

Tasks

Your role – Business Development & HNWI acquisition

In this role you are responsible for acquiring and developing HNWI client relationships and growing our assets under management. In particular, you will :

• identify and approach potential HNWI / UHNWI clients through your professional network and targeted business development activities
• acquire new clients and build a client book of at least USD 20 million within your first year in the role
• manage clients in close cooperation with our investment and operations teams
• ensure full compliance with regulatory requirements (KYC / AML, documentation, suitability / appropriateness)
• actively contribute to the further development of our business development strategy and market activities

Requirements

Your profile

• a relevant, active network of potential HNWI clients and / or key intermediaries, and the ability to leverage and continuously expand this network
• excellent interpersonal and communication skills, high integrity and an entrepreneurial, results-oriented mindset are a must
• understanding of investment products, portfolio management and the regulatory environment, or the willingness to quickly deepen this knowledge
• university degree in economics, finance, technology, business administration, law or a comparable higher education
• knowledge of Russian is a strong advantage
• good command of English or German as an additional working language
• experience in Wealth Management / Private Banking / Investment Advisory, or another client-facing role with HNWI is a plus

Benefits

What we offer

• the opportunity to build and grow your own HNWI client book within an agile, owner-managed wealth manager
• short decision-making paths and close collaboration with partners and investment specialists
• an attractive compensation model with a solid fixed salary and performance-related components
• modern office in central Zurich and a professional, international working environment

If you are a client-focused professional with a strong network and a passion for business development, we look forward to receiving your application.