Relationship Manager - Wealth Management - German-speaking Switzerland

BNP Paribas in Switzerland; Zürich; Vor Ort; CHF 140.000 - 180.000; Vollzeit

Zusammenfassung

BNP Paribas in Switzerland's Wealth Management team in Zurich seeks an experienced Relationship Manager with an independent client book to drive growth, maintain KYC compliance, and deliver integrated banking solutions.

The role requires native German, strong English, 5+ years in wealth/corporate/investment banking, and leadership to mentor junior RMs while expanding high-net-worth client relationships.

Qualifikationen

• 5+ years progressive experience in wealth, private, corporate or investment banking with a proven independent book of business.
• University degree in finance/economics/business; CFA/CPA a plus.

Aufgaben

• Design and execute acquisition strategies to drive growth.
• Own end-to-end management of a wealth management client book with strong KYC and risk oversight.
• Conduct portfolio reviews and propose integrated solutions with Investment Banking and Asset Management.
• Manage asset, revenue and expense budgets while aiming for targets.
• Maintain top-tier client satisfaction and resolve complex issues.
• Coach junior RMs and lead client presentations.

Kenntnisse

Wealth management

Leadership

KYC & compliance

Client relationship management

Market & regulatory knowledge

Ausbildung

University degree in finance/economics/business

CFA/CPA (plus)

Tools

CRM systems

Financial modelling tools

Excel/PowerPoint

Jobbeschreibung

About The Job

You will be joining the Wealth Management department in Zurich with a permanent contract. Our building is located next to station Lancy-Pont-Rouge. This position requires a Swiss residency up-on the start of the position.

Overview of the team

• Join a high‑performing wealth management team with deep, trusted relationships across the Swiss market and who are recognised as experts in wealth management, local regulations and client centric solutions with a proven track record.


• Each member brings extensive knowledge of the Swiss private banking landscape - from family office dynamics to the needs of expatriates and local high net worth clients alike.


• Collaborative environment that mentors junior RMs and shares best‑practice insights.

KEY RESPONSIBILITIES

• Business Development: Design and execute acquisition strategies, lead high‑impact marketing, and drive growth (new clients, new business volumes, etc.).


• Portfolio Leadership: Own end‑to‑end management of a wealth management client book, ensuring compliance, KYC and risk standards.


• Cross‑Selling & Advisory: Conduct portfolio reviews, propose integrated solutions with Investment Banking, Asset Management, etc., and champion cross‑selling opportunities.


• Profitability Management: Control asset, revenue and expense budgets, exceeding performance targets.


• Service Excellence: Maintain top‑tier client satisfaction, resolve complex issues, and provide feedback to product and operations teams.


• Team Leadership: Coach junior RMs, lead client presentations and internal knowledge‑sharing initiatives.

Profile & Skills

Required Profile

• ≥5years progressive experience in wealth, private, corporate or investment banking with a proven independent book of business.


• University degree in finance/economics/business; CFA/CPA a plus.


• Fluent in German (native level) and strong English; additional languages advantageous.


• Demonstrated leadership, integrity and alignment with BNPParibas values of diversity, equity, inclusion and ethical conduct.

Core Skills

• Advanced analytical/quantitative ability for financial modelling and risk assessment.


• Deep knowledge of wealth management, credit, investment and asset management products.


• Proven track record designing high‑impact marketing & sales programs, managing sizable pipelines and consistently beating revenue/asset‑growth targets while upholding compliance.


• Strong Swiss market network and ability to convert relationships into sustainable growth.


• Project management expertise to lead cross‑functional initiatives.

Why the Role Matters

• Drive the engine of growth by attracting, retaining and expanding high‑quality client relationships, directly supporting BNPParibas’ strategic ambition to strengthen its presence in Swiss domestic market.

WHY JOIN BNP PARIBAS?

About BNP Paribas Switzerland

BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces to help talents emerge, express themselves fully and open up to career opportunities on an international level, by integrating a group that stands as a leader within the Eurozone. Please visit us on BNP Paribas in Switzerland.

READY TO MAKE A DIFFERENCE

At BNP Paribas, we support the real economy and enable transformation through our diversified and integrated model. Guided by a simple principal to make a lasting impact.

• Our strength lies in our foundations : responsible, rigorous, ethical


• Our energy comes from our collective commitment: engaged teams, ready to take on ambitious challenges worldwide.


• Our focus: concrete, measurable impact, powered by tech.

Ethics, at the heart of our recruitment

We ensure that every candidate acts with integrity. The information provided (CV, identity, previous professional experiences) may be verified at any point in the process.

Diversity, Equality, and Inclusion are at the heart of our values, and we welcome all talent without distinction. In a changing world, diversity, equity and inclusion are key values for the well‑being and the good performance of teams. Finally, we insist on the particular importance of having our employees act daily in a spirit of ethical and professional responsibility.

NB: all terminologies apply in both the feminine and the masculine.