Client Relationship Manager

Startup Talent; Zürich; Hybrid; CHF 240.000 - 400.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Incentive pay

Permanent role

Zusammenfassung

Startup Talent seeks a Client Relationship Manager in Zurich to lead as the primary contact for select clients, developing bespoke wealth strategies with internal experts. You will ensure compliant onboarding, ongoing relationship management, and proactive advisory aligned to client goals.

The role emphasizes discretion, regulatory adherence, and expanding the client base within a multinational wealth management context. Hybrid work is offered with a permanent contract.

Qualifikationen

• Proven experience and track record in fostering and managing client relationships.
• Wealth management or capital markets experience is a distinct advantage.
• Own an exploitable book of clients or can leverage an existing client base.
• Exceptional command of English (written and spoken).
• Additional languages such as German or Spanish are valuable assets.
• Driven by initiative with a strong dedication to client satisfaction.
• Curiosity for the intricacies of financial ecosystems.

Aufgaben

• Serve as the principal contact for a diverse client base within the designated region, building trust-based relationships.
• Understand client financial profiles to tailor bespoke wealth management strategies.
• Collaborate with internal experts to devise investment and wealth plans.
• Ensure thorough onboarding and precise documentation for clients.
• Maintain compliance with FINMA and internal governance policies.

Kenntnisse

Client relationship management

Wealth management experience

Book of clients

English proficiency

German/Spanish language

Initiative

Curiosity about financial ecosystems

Jobbeschreibung

A privately owned leading Wealth Management solutions firm operating as a true fiduciary with a legacy spanning over 50 years in private banking, across continental Europe is opening a Client Relationship Manager role in Zurich, Switzerland The firm offers a complete spectrum of services tailored to its clientele and enjoys a significant international footprint, with operational hubs in key global financial centers. These include : Audit of Assets | Consolidation of Assets | Wealth Tax Management & Insurance solutions | Distribution of dedicated Investment | Fund Product Structuring through third party partners | Investment Advisory | Portfolio Management It is a privately owned firm with exceptional financial stability, still benefiting from the backing of a robust financial group, yet maintaining full operational independence enabling a long‑term strategic outlook, unburdened by short-term market pressures. This approach ensures a steadfast alignment of interests with its clients, upholding a strong tradition in private banking and sophisticated wealth management.

NB : This role requires a current Right to Work in Switzerland or an EU/AELE passport and the employer will not assist/sponsor with paperwork.

Missions

As the Relationship Manager you will serve as the principal point of contact for a diverse client base within the designated region. Your focus is on cultivating and sustaining robust, trust-based relationships, characterized by utmost discretion. You will join a team of 40 (Back/middle Office + relatioship Managers) A core aspect involves thoroughly understanding individual client financial profiles and aspirations to orchestrate bespoke wealth management strategies, drawing upon the firm's extensive multidisciplinary capabilities. You will significantly contributes to enhancing the firm's standing through the provision of exceptional service, strict adherence to regulatory frameworks, and the proactive recommendation of solutions aimed at the long-term preservation and appreciation of client assets.

Key daily tasks

Key daily tasks involve:

• Engaging in regular client consultations and ensuring continuous relationship management.
• Evaluating client financial landscapes and partnering with internal experts to devise appropriate investment and wealth plans.
• Facilitating the client onboarding/integration process, ensuring meticulous documentation and precise record-keeping.
• Keeping abreast of market trends and evolving regulatory environments to offer pertinent advice.
• Proactively identifying new business prospects within the designated market and strategically expanding the client portfolio.
• Guaranteeing complete compliance with all applicable FINMA/financial regulations and internal governance policies.
• Collaborating with various internal departments to provide comprehensive support across the entire spectrum of wealth management services.

Requirements

• Proven experience and demonstrated track record in fostering and managing client relationships.
• Client Relationship management preferable in Wealth management or capital markets domains would be a distinct advantage.
• You already own an exploitable book of clients you can leverage on.
• Exceptional command of the English language, both written and spoken.
• Additional linguistic proficiencies, such as German or Spanish, are considered a valuable asset.
• An inherent drive for initiative, coupled with a profound dedication to client satisfaction.
• Genuine curiosity for the intricacies of financial ecosystems.

Benefits

• Interview process : 3 interviews
• First HR Screening Team interview
• Onsite Interview Conditions
• Permanent role
• Salary : up to 400k CHF including attractive incentive compensation package based on sharing revenue generated
• Work Pattern : Hybrid remote