Senior Relationship Architect – Private Banking & EAM

Altus Search Ltd; Zürich; Presencial; CHF 120 000 - 180 000; Tempo integral

Resumo da oferta

Altus Search Ltd in Zürich, Switzerland, seeks a Senior Relationship Manager focused on External Asset Management to provide strategic support, advice and client servicing to high-net-worth individuals. You will lead sales performance, manage portfolios and deepen relationships with private banking and wealth management clients.

The ideal candidate has a proven private banking/relationship management background, excellent communication, and the ability to operate across all levels of business in

Qualificações

• Must have a private banking or relationship management background.
• Should hold an existing client portfolio or ability to attract high-net-worth clients.
• Demonstrates excellent communication and interpersonal skills across all levels of business.

Responsabilidades

• Build strong client relationships and attract new clients with private banking and wealth management needs.
• Maintain and grow an existing client portfolio.
• Ensure efficient service and wealth structuring systems are in place.
• Provide advice to high-net-worth individuals, senior management and staff.
• Manage relationships with clients, investment managers and senior colleagues.
• Prepare business reports for distribution to the investment management team.
• Identify and manage risks in line with regulatory standards.

Conhecimentos

Relationship management

Business development

Client advisory

Portfolio management

Regulatory awareness

Strong communication

Interpersonal skills

Descrição da oferta de emprego

Altus Search Ltd in Zürich, Switzerland, seeks a Senior Relationship Manager focused on External Asset Management to provide strategic support, advice and client servicing to high-net-worth individuals. You will lead sales performance, manage portfolios and deepen relationships with private banking and wealth management clients.

The ideal candidate has a proven private banking/relationship management background, excellent communication, and the ability to operate across all levels of business in