Relationship Manager / Junior Relationship Manager / Kundenberater

Amicum Capital AG; Zürich; Vor Ort; CHF 110.000 - 170.000; Vollzeit

Zusammenfassung

Amicum Capital AG in Zurich seeks a motivated Relationship Manager to establish and grow long-term client relationships for ultra high net worth clients. You will provide service excellence, manage complex needs, and ensure compliance with Swiss regulations.

The role requires coordinating with internal experts to deliver holistic wealth management solutions. Based in Zurich, you will contribute to revenue growth while adhering to AML/Compliance standards and flexible scheduling as needed.

Qualifikationen

• Bachelor-level or higher in economics/finance or equivalent
• Experience in UHNW and high-risk client segments is required
• Fluency in English; Russian or Ukrainian is a plus

Aufgaben

• Build long-term client relationships and deliver superior service for demanding clients.
• Lead client onboarding, KYC and AML compliance tasks with accuracy and timeliness.
• Manage client portfolios and act as relationship lead across investment tasks, credit, banking and other services.
• Collaborate with internal/external experts to deliver comprehensive wealth management solutions.
• Provide essential administrative support and ensure timely communication with clients and banks.

Kenntnisse

Relationship management

Client communication

English fluency

Russian/Ukrainian language skills

Compliance awareness

Team player

Adaptability

MS Office

CRM software

Ausbildung

Higher economic education

Tools

CRM software

MS Office

Jobbeschreibung

Amicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe.

The company is registered in Zurich in 2016 and controlled by its management.

Amicum Capital helps its clients to:

• manage financial investments deposited at leading Swiss banks;
• structure their wealth and plan the transfer of their capital to future generations;
• plan and execute private equity and real estate investments.

Amicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe.

The company is registered in Zurich in 2016 and controlled by its management.

Amicum Capital helps its clients to:

• manage financial investments deposited at leading Swiss banks;
• finance large purchases (private jets, yachts, real estate etc.);
• structure their wealth and plan the transfer of their capital to future generations;
• plan and execute private equity and real estate investments.

Tasks

Refined Responsibilities for Different Expertise Levels:

As a valued member of our team, your role will evolve in accordance with your expertise and seniority. You'll find ample opportunities to make a meaningful impact and build lasting relationships with our clients. Your responsibilities encompass:

For All Levels:

• Strategic Advisory: Cultivate trust with clients and prospects through insightful recommendations encompassing a diverse range of products and services.
• Client-Centric Approach: Foster an intimate understanding of clients' needs, preferences, and historical interactions. Stay attuned to changes in the business landscape and client demands, responding promptly and effectively.
• Portfolio Management: Take charge of client portfolios, assuming the role of the relationship lead to ensure exceptional client experiences.
• Collaborative Expertise: Collaborate with internal and external experts to seamlessly deliver comprehensive solutions, incorporating investment tasks, credit, banking, and other professional services.
• Administrative Proficiency: Provide essential administrative support that underpins the efficiency and efficacy of client interactions.
• Client Onboarding: Facilitate seamless onboarding experiences by guiding clients through the necessary KYC documentation processes, ensuring adherence to AML, Compliance, and other regulatory standards.
• Account Management: Execute meticulous account opening procedures to lay the foundation for enduring client relationships.
• Effective Communication: Maintain an open channel of communication with both clients and financial institutions, ensuring consistent and timely updates.
• Regulatory Adherence: excellent compliance with legal and regulatory requisites to guarantee ethical and lawful practices.

For Senior Profiles:

New Client Acquisition: Drive the growth of our clientele by actively pursuing and onboarding new clients, employing your business development prowess.

These roles offer not only a chance to excel within your current expertise level but also to ascend into more senior positions, amplifying your impact on our clients and our team.

Join us in redefining client relationships and financial success. Your expertise will be pivotal in delivering exceptional value to our clients and contributing to the ongoing growth of our organization.

Requirements

To strengthen our team we are looking for a highly motivated Relationship Manager.

You will be part of a Team based in Zurich and will be responsible for establishing long-term mutually beneficial client relationships, provide service excellence to meet our clients’ complex and very demanding needs, objectives and expectations. You will become responsible for developing existing and new relationships and contribute to company’s revenue growth. In the same time, you have to adhere to the highest compliance standards based on Swiss regulatory environment and make sure that other team members follow established compliance procedures.

Requirements:

• higher economic education;
• 3 to 5 years of banking experience in Ultra High Net Worth and high risk (CIS markets) client segments;
• fluency in English, knowledge of Russian or Ukrainian will be a plus,
• excellent computer user skills,
• reliable team player with sense of responsibility and the ability to adapt to changing demands,
• ability to work efficiently under pressure and multiple priorities,
• willingness to work with a flexible time schedule.

Benefits

Amicum Capital offers challenging, diverse and supportive working environment with unlimited growth potential.