German-Speaking Junior Relationship Manager Private Banking

Altus Search Ltd

Zürich

Vor Ort

CHF 70.000 - 110.000

Vollzeit

Vor 6 Tagen

Sei unter den ersten Bewerbenden

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Zusammenfassung

Altus Search Ltd in Zurich, Switzerland seeks a Junior Relationship Manager focused on German clients to support existing high-net-worth relationships and aid senior managers in delivering seamless service. Fluency in German is mandatory, and strong communication with clients at all levels is essential for daily interaction and wealth management.

The role involves coordinating with investment managers, preparing reports, monitoring market developments, and ensuring adherence to regulatory

Qualifikationen

German language fluency required.
Experience in private banking or relationship management preferred.
Excellent communication and interpersonal skills.

Aufgaben

Support the day-to-day management and development of existing client relationships.
Work closely with senior relationship managers, investment managers and other internal colleagues.
Assist in providing suitable advice and support to high-net-worth clients.
Help ensure that efficient client service and wealth structuring arrangements are in place.
Prepare business reports and relevant information for the investment management team.
Keep clients informed of relevant market developments and assist with related analysis.
Monitor competitor, market and client activity in Switzerland.
Identify and manage potential risks in accordance with internal policies and external regulatory requirements.

Kenntnisse

German language

Communication skills

Interpersonal skills

Client relationship management

Jobbeschreibung