Wealth Management: Client Relationship Lead - Zurich

Startup Talents; Zürich; Vor Ort; CHF 330.000 - 400.000; Vollzeit

Benefits dieser Stelle

Incentive-based compensation

Permanent role

Zusammenfassung

Startup Talents in Zurich is seeking a Client Relationship Manager to serve as the primary contact for a diverse client base within the designated region, focusing on cultivating trust-based relationships with discretion.

You will join a team of professionals and leverage an exploitable client book to tailor bespoke wealth management strategies across the firm’s multidisciplinary capabilities, while ensuring regulatory compliance and long-term asset preservation.

Qualifikationen

• Proven experience and demonstrated track record in fostering and managing client relationships.
• Client Relationship management preferably in Wealth management or capital markets domains would be a distinct advantage.
• You already own an exploitable book of clients you can leverage on.
• Exceptional command of the English language, both written and spoken.
• Additional linguistic proficiencies, such as German or Spanish, are considered a valuable asset.
• An inherent drive for initiative, coupled with a profound dedication to client satisfaction.
• Genuine curiosity for the intricacies of financial ecosystems.

Aufgaben

• Engaging in regular client consultations and ensuring continuous relationship management.
• Evaluating client financial landscapes and partnering with internal experts to devise appropriate investment and wealth plans.
• Facilitating the client onboarding/integration process, ensuring meticulous documentation and precise record-keeping.
• Keeping abreast of market trends and evolving regulatory environments to offer pertinent advice.
• Proactively identifying new business prospects within the designated market and strategically expanding the client portfolio.
• Guaranteeing complete compliance with all applicable FINMA/financial regulations and internal governance policies.
• Collaborating with various internal departments to provide comprehensive support across the entire spectrum of wealth management services.

Jobbeschreibung

Startup Talents in Zurich is seeking a Client Relationship Manager to serve as the primary contact for a diverse client base within the designated region, focusing on cultivating trust-based relationships with discretion.

You will join a team of professionals and leverage an exploitable client book to tailor bespoke wealth management strategies across the firm’s multidisciplinary capabilities, while ensuring regulatory compliance and long-term asset preservation.