Focus area
Private Banking

Relationship Manager Private Banking

Zürich, Switzerland

Company

Our client is an independent financial company on a human scale, active in global wealth management and asset management for private and institutional clients. It brings together dynamic and passionate wealth managers and financial specialists who meet your needs and ambitions.

Responsibilities

  • Building our own client book through targeted acquisition of new private clients in German-speaking Switzerland and potentially abroad
  • Comprehensive and qualified support of wealthy private clients in all financial matters
  • Responsible for business development and new client acquisition (use of networks, referral management, etc.)
  • Developing client-specific investment proposals for individual investment strategies
  • Responsibility for adherence to all legal requirements (compliance, documentation, etc.)
  • Participation in tenders
  • Contract conclusion & control
  • Order entry & complaint management

Candidate requirements

Your education and experience:

  • Commercial banking training with specialist further training (banking specialist, AZEK etc.) or comparable training.
  • Several years of experience in serving private clients in Switzerland
  • Very good written and spoken German; French an advantage

Your working style:

  • Proactive, successful, structured and goal-oriented approach.
  • Regionally connected, strong personality with an entrepreneurial attitude and a high affinity for acting with integrity, honesty and ethics

 

Apply now

If you feel addressed, we look forward to hearing from you.

Please send your interest to tabea.eckardt@biermann-neff.ch.

If you have any questions about the position, please do not hesitate to contact us on +41 78 406 1832.

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