Relationship Manager - Switzerland

KT Executive Search AG; Zürich; Vor Ort; CHF 120’000 - 160’000; Vollzeit

Zusammenfassung

A leading international bank is seeking a Wealth Management Senior Relationship Manager in Zurich to develop the Swiss market. The role involves acquiring High-Net-Worth clients and providing tailored investment solutions. Candidates should have 4-5 years of experience in wealth management and a strong network among Swiss U/HNWIs. Flexibility to travel is required.

Qualifikationen

• Minimum of 4-5 years of experience in wealth management, advising Swiss U/HNWIs.
• Proven ability to build and maintain relationships with (U)High-Net-Worth Swiss clients.
• Knowledge of local and global financial markets, and economic trends.

Aufgaben

• Nurture and leverage your network to acquire (U)High-Net-Worth individuals.
• Provide customized investment solutions.

Kenntnisse

Wealth management

Relationship building

Investment advisory

Portfolio management

Knowledge of financial markets

Jobbeschreibung

For a leading international bank in Switzerland, we are looking for a Wealth Management Senior Relationship Manager to develop the Swiss market. In this role, you will serve as the key contact for High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals, embodying the bank’s values both externally and internally.

Key Responsibilities:

As Relationship Manager, you will nurture and leverage your existing network to acquire (U)High-Net-Worth individuals from Switzerland, while providing customised investment solutions.

Skills and Qualifications:

• Minimum of 4-5 years of experience in wealth management, advising Swiss U/HNWIs and managing substantial portfolios.
• Proven ability to build and maintain new relationships with (U)High-Net-Worth Swiss clients through your network.
• Knowledge of local and global financial markets, and economic trends.
• Experience in investment advisory and portfolio management is a plus.
• Flexibility to travel as required.

This position will be based in Zurich, Geneva, Lucerne, Bern, Basel or Lugano.

Candidates with lateral profiles from Investment Banking, Corporate Banking and other relevant fields, with proven access to U/HNWI networks in Switzerland, are also welcome to apply.

For opportunities in other locations, please feel free to reach out to: [e-mail]

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