Wealth Client Relations Lead – EAMs & Groups

Investec; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Wellbeing benefits

Inclusive environment

Zusammenfassung

Investec – Where Out of the Ordinary Happens. Investec seeks a client-focused professional to maintain relationships with existing clients, EAMs and Group relationship managers, delivering high-touch service to grow AUM and revenues.

The role emphasizes onboarding of new relationships, due diligence, and KYC reviews while ensuring compliance with FINMA and Investec guidelines. A degree and CWMA certificate are valued, with a 4-day office week and one remote day in a collaborative, agile culture.

Qualifikationen

• Degree educated and/or appropriate industry experience.
• CWMA Certificate is desirable and shows compliance focus.
• Strong understanding of wealth management products and services.

Aufgaben

• Maintain high-quality relationships with existing clients and Group relationship managers to ensure proactive service.
• Manage payments and trading instructions across asset classes, FX and cash deposits.
• Oversee KYC reviews, due diligence, and onboarding for new clients in line with FINMA and Investec guidelines.
• Collaborate with colleagues across geographies to deliver best-in-class client service.
• Support cash management, liquidity needs and client lending arrangements as required.

Kenntnisse

Client service

Attention to detail

Organisational skills

Team collaboration

Active learning

Ausbildung

Degree educated

CWMA Certificate

Jobbeschreibung

Investec – Where Out of the Ordinary Happens. Investec seeks a client-focused professional to maintain relationships with existing clients, EAMs and Group relationship managers, delivering high-touch service to grow AUM and revenues.

The role emphasizes onboarding of new relationships, due diligence, and KYC reviews while ensuring compliance with FINMA and Investec guidelines. A degree and CWMA certificate are valued, with a 4-day office week and one remote day in a collaborative, agile culture.