Wealth Management Assistant to Senior RM - Client Growth

Mirabaud Group

Zürich

Hybrid

CHF 120,000 - 180,000

Full time

3 days ago
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Benefits offered by this job

Family-friendly environment
Direct impact on business
Autonomy and entrepreneurship
Flexible working arrangements
Cultural and sporting activities
Inclusion and equal treatment
Employee benefits

Job summary

Mirabaud Group in Zürich is seeking a Relationship Manager to build trusted client relationships and support senior bankers in account management and growth initiatives. You will prepare client-ready proposals and maintain accurate pipelines while ensuring regulatory compliance.

The role requires a strong client-facing background in banking, market awareness, and exceptional communication in German and English, with French as a plus.

Qualifications

  • Bachelor or banking apprenticeship with finance certifications.
  • 3–5 years in a similar client-facing banking role.
  • Strong understanding of regulatory environments.
  • Solid knowledge of global financial markets and current affairs.
  • Ability to tailor solutions to client needs.
  • Excellent interpersonal and teamwork skills.

Responsibilities

  • Create and nurture trust-based relationships with existing clients through regular contact.
  • Support Senior Relationship Managers in managing client accounts and preparing proposals.
  • Assist Market Head with identifying growth opportunities and maintaining pipeline reports.
  • Assist in organizing tailor-made business events to drive market growth.
  • Ensure all internal regulatory procedures for relationship management are followed.

Skills

Client-facing experience
Regulatory knowledge
Market knowledge
Solutions selling
Interpersonal skills
Team player
Persistence
Time management
German (native)
English (fluent)
French (asset)

Education

Bachelor in Economics
Banking apprenticeship with finance certifications

Job description

Mirabaud Group in Zürich is seeking a Relationship Manager to build trusted client relationships and support senior bankers in account management and growth initiatives. You will prepare client-ready proposals and maintain accurate pipelines while ensuring regulatory compliance.

The role requires a strong client-facing background in banking, market awareness, and exceptional communication in German and English, with French as a plus.

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